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Oak Family Advisors’s Vanguard Total Bond Market BND Stock Holding History

Oak Family Advisors’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 		– Sell
-5,554
Closed -$411K – 118
2025
Q4 		$411K Buy
+5,554
New +$413K 0.11% 84

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

Oak Family Advisors's BND Position: Q1 2026 in Review

Oak Family Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 5,554 shares — an estimated $411K sold.

Oak Family Advisors first reported a position in BND in Q4 2025 and held it in 1 quarter. The position peaked at $411K in Q4 2025. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Oak Family Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
  • Oak Family Advisors sold 5,554 Vanguard Total Bond Market shares in Q1 2026, an estimated $411K.
  • Oak Family Advisors first reported a position in Vanguard Total Bond Market in Q4 2025 and held it in 1 quarter.
  • Oak Family Advisors's Vanguard Total Bond Market position peaked at $411K in Q4 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.