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Key Financial Inc’s Vanguard Total Bond Market BND Stock Holding History

Key Financial Inc’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 		$10.1K Sell
138
-3,013
-96% -$221K ﹤0.01% 869
2026
Q1 		$232K Buy
3,151
+2
+0.1% +$148 0.04% 274
2025
Q4 		$233K Sell
3,149
-11
-0.3% -$819 0.04% 265
2025
Q3 		$235K Sell
3,160
-5,369
-63% -$395K 0.04% 265
2025
Q2 		$628K Buy
8,529
+2
+0% +$145 0.13% 139
2025
Q1 		$626K Sell
8,527
-142
-2% -$10.3K 0.14% 131
2024
Q4 		$623K Buy
8,669
+140
+2% +$10.2K 0.14% 128
2024
Q3 		$641K Buy
8,529
+2
+0% +$148 0.14% 131
2024
Q2 		$614K Buy
8,527
+2
+0% +$143 0.15% 121
2024
Q1 		$619K Buy
8,525
+1
+0% +$73 0.16% 114
2023
Q4 		$627K Sell
8,524
-152
-2% -$10.7K 0.17% 104
2023
Q3 		$605K Buy
8,676
+2
+0% +$143 0.2% 92
2023
Q2 		$631K Buy
8,674
+156
+2% +$11.4K 0.21% 92
2023
Q1 		$629K Buy
8,518
+1,607
+23% +$118K 0.23% 84
2022
Q4 		$493K Hold
6,911
– – 0.23% 81
2022
Q3 		$493K Sell
6,911
-1,207
-15% -$90.3K 0.23% 81
2022
Q2 		$615K Buy
8,118
+1,086
+15% +$82.7K 0.33% 55
2022
Q1 		$559K Buy
7,032
+1
+0% +$82 0.28% 66
2021
Q4 		$596K Buy
7,031
+197
+3% +$16.8K 0.3% 67
2021
Q3 		$584K Hold
6,834
– – 0.33% 61
2021
Q2 		$593K Hold
6,834
– – 0.33% 57
2021
Q1 		$579K Sell
6,834
-330
-5% -$28.5K 0.38% 53
2020
Q4 		$632K Buy
7,164
+2,341
+49% +$206K 0.47% 42
2020
Q3 		$425K Buy
+4,823
New +$428K 0.44% 56
2020
Q2 		– Sell
-2,111
Closed -$182K – 149
2020
Q1 		$182K Sell
2,111
-3,684
-64% -$313K 0.19% 96
2019
Q4 		$486K Buy
+5,795
New +$487K 0.46% 53

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

Key Financial Inc's BND Position: Q2 2026 in Review

Key Financial Inc reduced its Vanguard Total Bond Market (BND) stake by 96% in Q2 2026, selling an estimated $221K and leaving 138 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Key Financial Inc first reported a position in BND in Q4 2019 and has held it in 26 quarters since. The position peaked at $641K in Q3 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Key Financial Inc held 138 shares of Vanguard Total Bond Market worth $10.1K as of Q2 2026.
  • Key Financial Inc sold 3,013 Vanguard Total Bond Market shares in Q2 2026, an estimated $221K.
  • Vanguard Total Bond Market made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #869 holding.
  • Key Financial Inc first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's Vanguard Total Bond Market position peaked at $641K in Q3 2024.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.