Morris Financial Concepts’s Vanguard Total Bond Market BND Stock Holding History

Morris Financial Concepts’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	$345K	Hold	4,700	–	–	0.11%	100
2026 Q1	$346K	Hold	4,700	–	–	0.12%	97
2025 Q4	$348K	Sell	4,700 -548	-10%	-$40.8K	0.12%	91
2025 Q3	$390K	Buy	5,248 +15	+0.3%	+$1.1K	0.14%	84
2025 Q2	$385K	Sell	5,233 -23,129	-82%	-$1.68M	0.15%	79
2025 Q1	$2.08M	Buy	28,362 +23,297	+460%	+$1.69M	0.87%	19
2024 Q4	$364K	Buy	5,065 +4,243	+516%	+$310K	0.16%	80
2024 Q3	$61.7K	Buy	822 +223	+37%	+$16.5K	0.03%	146
2024 Q2	$43.2K	Hold	599	–	–	0.02%	122
2024 Q1	$43.5K	Buy	599 +562	+1,519%	+$40.8K	0.02%	120
2023 Q4	$2.72K	Buy	37 +6	+19%	+$424	﹤0.01%	154
2023 Q3	$2.16K	Hold	31	–	–	﹤0.01%	144
2023 Q2	$2.25K	Hold	31	–	–	﹤0.01%	147
2023 Q1	$2.29K	Buy	+31	New	+$2.27K	﹤0.01%	139

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

Morris Financial Concepts's BND Position: Q2 2026 in Review

Morris Financial Concepts held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 4,700 shares worth $345K. The position accounts for 0.11% of the portfolio, ranked #100.

Morris Financial Concepts first reported a position in BND in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.08M in Q1 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Morris Financial Concepts held 4,700 shares of Vanguard Total Bond Market worth $345K as of Q2 2026.
Morris Financial Concepts left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.11% of Morris Financial Concepts's portfolio in Q2 2026, its #100 holding.
Morris Financial Concepts first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 14 quarters since.
Morris Financial Concepts's Vanguard Total Bond Market position peaked at $2.08M in Q1 2025.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.