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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KFA Private Wealth Group's BND Position: Q1 2026 in Review

KFA Private Wealth Group increased its Vanguard Total Bond Market (BND) stake by 123% in Q1 2026, buying an estimated $859K and bringing the position to 20,997 shares worth $1.55M. The position accounts for 0.37% of the portfolio, ranked #36.

KFA Private Wealth Group first reported a position in BND in Q4 2019 and has held it in 16 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • KFA Private Wealth Group held 20,997 shares of Vanguard Total Bond Market worth $1.55M as of Q1 2026.
  • KFA Private Wealth Group bought 11,578 Vanguard Total Bond Market shares in Q1 2026, an estimated $859K.
  • Vanguard Total Bond Market made up 0.37% of KFA Private Wealth Group's portfolio in Q1 2026, its #36 holding.
  • KFA Private Wealth Group first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 16 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.