JF
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Joule Financial’s Vanguard Total Bond Market BND Stock Holding History

Joule Financial’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 		$69.1M Buy
941,400
+23,805
+3% +$1.75M 18.74% 1
2026
Q1 		$67.6M Buy
917,595
+18,722
+2% +$1.39M 19.68% 1
2025
Q4 		$66.6M Buy
898,873
+18,705
+2% +$1.39M 19.95% 1
2025
Q3 		$65.5M Buy
880,168
+42,348
+5% +$3.12M 19.61% 1
2025
Q2 		$61.7M Buy
837,820
+18,962
+2% +$1.38M 20.03% 1
2025
Q1 		$60.1M Buy
818,858
+23,801
+3% +$1.73M 21.11% 1
2024
Q4 		$57.2M Buy
795,057
+53,811
+7% +$3.93M 20.21% 1
2024
Q3 		$55.7M Buy
741,246
+57,786
+8% +$4.28M 20.26% 1
2024
Q2 		$49.2M Buy
683,460
+17,857
+3% +$1.28M 20.02% 1
2024
Q1 		$48.3M Buy
665,603
+59,666
+10% +$4.33M 19.91% 1
2023
Q4 		$44.6M Sell
605,937
-10,947
-2% -$773K 20.7% 1
2023
Q3 		$43M Buy
616,884
+72,460
+13% +$5.17M 21.98% 1
2023
Q2 		$39.6M Buy
544,424
+29,161
+6% +$2.14M 20.39% 1
2023
Q1 		$38M Buy
515,263
+336,540
+188% +$24.6M 20.42% 1
2022
Q4 		$12.8M Buy
178,723
+145,601
+440% +$10.4M 8.51% 1
2022
Q3 		$2.36M Buy
+33,122
New +$2.48M 1.77% 18

Other funds holding BND

SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Joule Financial's BND Position: Q2 2026 in Review

Joule Financial increased its Vanguard Total Bond Market (BND) stake by 2.6% in Q2 2026, buying an estimated $1.75M and bringing the position to 941,400 shares worth $69.1M. The position accounts for 18.74% of the portfolio, ranked #1.

Joule Financial first reported a position in BND in Q3 2022 and has held it in 16 quarters since. 633 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Joule Financial held 941,400 shares of Vanguard Total Bond Market worth $69.1M as of Q2 2026.
  • Joule Financial bought 23,805 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.75M.
  • Vanguard Total Bond Market made up 18.74% of Joule Financial's portfolio in Q2 2026, its #1 holding.
  • Joule Financial first reported a position in Vanguard Total Bond Market in Q3 2022 and has held it in 16 quarters since.
  • 633 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.