KFA Private Wealth Group
BND icon

KFA Private Wealth Group’s Vanguard Total Bond Market BND Stock Holding History

KFA Private Wealth Group’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
Q3 		$2.32M Buy
33,134
+4,780
+17% +$345K 0.55% 32
2026
Q2 		$2.08M Buy
28,354
+7,357
+35% +$540K 0.5% 33
2026
Q1 		$1.55M Buy
20,997
+11,578
+123% +$859K 0.37% 36
2025
Q4 		$698K Buy
+9,419
New +$701K 0.17% 62
2024
Q2 		– Sell
-6,279
Closed -$456K – 81
2024
Q1 		$456K Buy
6,279
+1,563
+33% +$113K 0.14% 63
2023
Q4 		$347K Buy
4,716
+89
+2% +$6.28K 0.12% 65
2023
Q3 		$323K Buy
4,627
+1,355
+41% +$96.7K 0.13% 60
2023
Q2 		$238K Buy
3,272
+24
+0.7% +$1.76K 0.1% 71
2023
Q1 		$240K Buy
3,248
+19
+0.6% +$1.39K 0.11% 72
2022
Q4 		$232K Buy
+3,229
New +$231K 0.12% 62
2021
Q4 		– Sell
-3,327
Closed -$284K – 71
2021
Q3 		$284K Buy
3,327
+13
+0.4% +$1.12K 0.16% 58
2021
Q2 		$285K Sell
3,314
-338
-9% -$28.8K 0.16% 60
2021
Q1 		$309K Sell
3,652
-193
-5% -$16.6K 0.18% 57
2020
Q4 		$339K Sell
3,845
-1,288
-25% -$113K 0.22% 48
2020
Q3 		$453K Buy
5,133
+423
+9% +$37.5K 0.34% 36
2020
Q2 		$416K Sell
4,710
-372
-7% -$32.5K 0.4% 31
2020
Q1 		$434K Sell
5,082
-4,973
-49% -$422K 0.51% 26
2019
Q4 		$843K Buy
+10,055
New +$845K 0.77% 16

Other funds holding BND

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

KFA Private Wealth Group's BND Position: Q3 2026 in Review

KFA Private Wealth Group increased its Vanguard Total Bond Market (BND) stake by 17% in Q3 2026, buying an estimated $345K and bringing the position to 33,134 shares worth $2.32M. The position accounts for 0.55% of the portfolio, ranked #32.

KFA Private Wealth Group first reported a position in BND in Q4 2019 and has held it in 18 quarters since. 626 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • KFA Private Wealth Group held 33,134 shares of Vanguard Total Bond Market worth $2.32M as of Q3 2026.
  • KFA Private Wealth Group bought 4,780 Vanguard Total Bond Market shares in Q3 2026, an estimated $345K.
  • Vanguard Total Bond Market made up 0.55% of KFA Private Wealth Group's portfolio in Q3 2026, its #32 holding.
  • KFA Private Wealth Group first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 18 quarters since.
  • 626 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.