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Northeast Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Northeast Financial 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 		$441K Sell
5,993
-323
-5% -$24K 0.11% 55
2025
Q4 		$468K Sell
6,316
-243
-4% -$18.1K 0.11% 60
2025
Q3 		$488K Sell
6,559
-246
-4% -$18.1K 0.12% 52
2025
Q2 		$501K Buy
6,805
+83
+1% +$6.04K 0.15% 58
2025
Q1 		$494K Sell
6,722
-1,164
-15% -$84.5K 0.17% 49
2024
Q4 		$567K Sell
7,886
-410
-5% -$30K 0.21% 47
2024
Q3 		$623K Sell
8,296
-734
-8% -$54.3K 0.23% 45
2024
Q2 		$651K Sell
9,030
-170
-2% -$12.2K 0.28% 43
2024
Q1 		$668K Sell
9,200
-832
-8% -$60.4K 0.3% 45
2023
Q4 		$738K Sell
10,032
-11,724
-54% -$828K 0.36% 43
2023
Q3 		$1.52M Sell
21,756
-7,975
-27% -$569K 0.93% 22
2023
Q2 		$2.16M Sell
29,731
-13,323
-31% -$976K 1.39% 18
2023
Q1 		$3.2M Sell
43,054
-465
-1% -$34K 2.31% 10
2022
Q4 		$3.13M Buy
+43,519
New +$3.12M 2.48% 10

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northeast Financial Group's BND Position: Q1 2026 in Review

Northeast Financial Group reduced its Vanguard Total Bond Market (BND) stake by 5.1% in Q1 2026, selling an estimated $24K and leaving 5,993 shares worth $441K. The position accounts for 0.11% of the portfolio, ranked #55.

Northeast Financial Group first reported a position in BND in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.2M in Q1 2023. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Northeast Financial Group held 5,993 shares of Vanguard Total Bond Market worth $441K as of Q1 2026.
  • Northeast Financial Group sold 323 Vanguard Total Bond Market shares in Q1 2026, an estimated $24K.
  • Vanguard Total Bond Market made up 0.11% of Northeast Financial Group's portfolio in Q1 2026, its #55 holding.
  • Northeast Financial Group first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 14 quarters since.
  • Northeast Financial Group's Vanguard Total Bond Market position peaked at $3.2M in Q1 2023.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Northeast Financial Group's 13F filing for Q1 2026, filed 15 May 2026.