HP
BND icon

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
Q2 		$1.96M Buy
26,759
+15,065
+129% +$1.11M 0.31% 76
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 $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Holistic Planning's BND Position: Q2 2026 in Review

Holistic Planning increased its Vanguard Total Bond Market (BND) stake by 129% in Q2 2026, buying an estimated $1.11M and bringing the position to 26,759 shares worth $1.96M. The position accounts for 0.31% of the portfolio, ranked #76.

Holistic Planning first reported a position in BND in Q3 2024 and has held it in 8 quarters since. 1,821 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Holistic Planning held 26,759 shares of Vanguard Total Bond Market worth $1.96M as of Q2 2026.
  • Holistic Planning bought 15,065 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.11M.
  • Vanguard Total Bond Market made up 0.31% of Holistic Planning's portfolio in Q2 2026, its #76 holding.
  • Holistic Planning first reported a position in Vanguard Total Bond Market in Q3 2024 and has held it in 8 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.