Oak Grove Capital’s Vanguard Total Bond Market BND Stock Holding History

Oak Grove Capital’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 Q3	$377K	Hold	5,377	–	–	0.02%	99
2026 Q2	$395K	Hold	5,377	–	–	0.02%	90
2026 Q1	$396K	Buy	+5,377	New	+$399K	0.03%	77
2018 Q4	–	Sell	-35	Closed	-$3K	–	77
2018 Q3	$3K	Hold	35	–	–	﹤0.01%	139
2018 Q2	$3K	Hold	35	–	–	﹤0.01%	138
2018 Q1	$3K	Buy	+35	New	+$2.8K	﹤0.01%	147

Other funds holding BND

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Oak Grove Capital's BND Position: Q3 2026 in Review

Oak Grove Capital held its Vanguard Total Bond Market (BND) position steady in Q3 2026 at 5,377 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #99.

Oak Grove Capital first reported a position in BND in Q1 2018 and has held it in 6 quarters since. The position peaked at $396K in Q1 2026. 113 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Oak Grove Capital held 5,377 shares of Vanguard Total Bond Market worth $377K as of Q3 2026.
Oak Grove Capital left its Vanguard Total Bond Market share count unchanged in Q3 2026.
Vanguard Total Bond Market made up 0.02% of Oak Grove Capital's portfolio in Q3 2026, its #99 holding.
Oak Grove Capital first reported a position in Vanguard Total Bond Market in Q1 2018 and has held it in 6 quarters since.
Oak Grove Capital's Vanguard Total Bond Market position peaked at $396K in Q1 2026.
113 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Oak Grove Capital's 13F filing for Q3 2026, filed 9 Oct 2026.