Keel Point’s Vanguard Total Bond Market BND Stock Holding History

Keel Point’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	$6.61M	Buy	90,019 +8,828	+11%	+$648K	0.39%	41
2026 Q1	$5.98M	Buy	81,191 +1,015	+1%	+$75.3K	0.4%	41
2025 Q4	$5.94M	Buy	80,176 +19,090	+31%	+$1.42M	0.36%	44
2025 Q3	$4.54M	Sell	61,086 -2,194	-3%	-$162K	0.28%	61
2025 Q2	$4.66M	Sell	63,280 -2,620	-4%	-$191K	0.31%	59
2025 Q1	$4.84M	Sell	65,900 -18,849	-22%	-$1.37M	0.38%	47
2024 Q4	$6.09M	Buy	84,749 +48,116	+131%	+$3.52M	0.49%	35
2024 Q3	$2.75M	Sell	36,633 -936	-2%	-$69.3K	0.23%	77
2024 Q2	$2.79M	Sell	37,569 -13,449	-26%	-$963K	0.25%	71
2024 Q1	$3.71M	Buy	51,018 +12,213	+31%	+$886K	0.38%	58
2023 Q4	$2.85M	Buy	+38,805	New	+$2.74M	0.34%	58
2022 Q2	–	Sell	-23,636	Closed	-$1.88M	–	265
2022 Q1	$1.88M	Buy	+23,636	New	+$1.93M	0.28%	66

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Keel Point's BND Position: Q2 2026 in Review

Keel Point increased its Vanguard Total Bond Market (BND) stake by 11% in Q2 2026, buying an estimated $648K and bringing the position to 90,019 shares worth $6.61M. The position accounts for 0.39% of the portfolio, ranked #41.

Keel Point first reported a position in BND in Q1 2022 and has held it in 12 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Keel Point held 90,019 shares of Vanguard Total Bond Market worth $6.61M as of Q2 2026.
Keel Point bought 8,828 Vanguard Total Bond Market shares in Q2 2026, an estimated $648K.
Vanguard Total Bond Market made up 0.39% of Keel Point's portfolio in Q2 2026, its #41 holding.
Keel Point first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 12 quarters since.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.