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Holistic Planning’s Vanguard Total Bond Market BND Stock Holding History

Holistic Planning’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$861K Sell
11,694
-3,055
-21% -$227K 0.17% 115
2025
Q4 		$1.09M Buy
14,749
+1,379
+10% +$103K 0.23% 89
2025
Q3 		$994K Buy
13,370
+343
+3% +$25.3K 0.26% 72
2025
Q2 		$959K Sell
13,027
-524
-4% -$38.1K 0.27% 71
2025
Q1 		$995K Buy
13,551
+320
+2% +$23.2K 0.34% 59
2024
Q4 		$951K Buy
13,231
+2,102
+19% +$154K 0.34% 56
2024
Q3 		$836K Buy
+11,129
New +$824K 0.35% 61

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Holistic Planning's BND Position: Q1 2026 in Review

Holistic Planning reduced its Vanguard Total Bond Market (BND) stake by 21% in Q1 2026, selling an estimated $227K and leaving 11,694 shares worth $861K. The position accounts for 0.17% of the portfolio, ranked #115.

Holistic Planning first reported a position in BND in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Holistic Planning held 11,694 shares of Vanguard Total Bond Market worth $861K as of Q1 2026.
  • Holistic Planning sold 3,055 Vanguard Total Bond Market shares in Q1 2026, an estimated $227K.
  • Vanguard Total Bond Market made up 0.17% of Holistic Planning's portfolio in Q1 2026, its #115 holding.
  • Holistic Planning first reported a position in Vanguard Total Bond Market in Q3 2024 and has held it in 7 quarters since.
  • Holistic Planning's Vanguard Total Bond Market position peaked at $1.09M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.