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Legacy Financial Strategies’s Vanguard Total Bond Market BND Stock Holding History

Legacy Financial Strategies’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 		$1.15M Sell
15,663
-277
-2% -$20.3K 0.18% 58
2026
Q1 		$1.17M Buy
15,940
+689
+5% +$51.1K 0.21% 54
2025
Q4 		$1.13M Sell
15,251
-3,171
-17% -$236K 0.2% 57
2025
Q3 		$1.37M Sell
18,422
-15
-0.1% -$1.1K 0.25% 55
2025
Q2 		$1.36M Buy
18,437
+10
+0.1% +$727 0.27% 49
2025
Q1 		$1.35M Sell
18,427
-637
-3% -$46.2K 0.3% 46
2024
Q4 		$1.37M Buy
19,064
+2,872
+18% +$210K 0.3% 45
2024
Q3 		$1.22M Sell
16,192
-51
-0.3% -$3.77K 0.27% 45
2024
Q2 		$1.17M Sell
16,243
-183
-1% -$13.1K 0.28% 43
2024
Q1 		$1.19M Buy
16,426
+1
+0% +$73 0.31% 43
2023
Q4 		$1.21M Sell
16,425
-2,357
-13% -$166K 0.34% 43
2023
Q3 		$1.32M Sell
18,782
-6,574
-26% -$469K 0.42% 41
2023
Q2 		$1.84M Sell
25,356
-784
-3% -$57.4K 0.62% 39
2023
Q1 		$1.93M Sell
26,140
-7
-0% -$512 0.72% 36
2022
Q4 		$1.88M Buy
26,147
+19,230
+278% +$1.38M 0.78% 30
2022
Q3 		$493K Sell
6,917
-949
-12% -$71K 0.23% 50
2022
Q2 		$592K Sell
7,866
-3,434
-30% -$261K 0.29% 43
2022
Q1 		$899K Buy
11,300
+1,656
+17% +$135K 0.38% 43
2021
Q4 		$817K Buy
+9,644
New +$821K 0.35% 41
2018
Q3 		– Sell
-5,179
Closed -$410K – 58
2018
Q2 		$410K Sell
5,179
-128,906
-96% -$10.2M 0.37% 62
2018
Q1 		$10.7M Buy
134,085
+18,334
+16% +$1.47M 10.47% 1
2017
Q4 		$9.44M Buy
+115,751
New +$9.45M 10.04% 2

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

Legacy Financial Strategies's BND Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Vanguard Total Bond Market (BND) stake by 1.7% in Q2 2026, selling an estimated $20.3K and leaving 15,663 shares worth $1.15M. The position accounts for 0.18% of the portfolio, ranked #58.

Legacy Financial Strategies first reported a position in BND in Q4 2017 and has held it in 22 quarters since. The position peaked at $10.7M in Q1 2018. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Legacy Financial Strategies held 15,663 shares of Vanguard Total Bond Market worth $1.15M as of Q2 2026.
  • Legacy Financial Strategies sold 277 Vanguard Total Bond Market shares in Q2 2026, an estimated $20.3K.
  • Vanguard Total Bond Market made up 0.18% of Legacy Financial Strategies's portfolio in Q2 2026, its #58 holding.
  • Legacy Financial Strategies first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 22 quarters since.
  • Legacy Financial Strategies's Vanguard Total Bond Market position peaked at $10.7M in Q1 2018.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.