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Oak Harbor Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Oak Harbor Wealth Partners’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 		$3.13M Buy
42,513
+12,700
+43% +$942K 0.73% 35
2025
Q4 		$2.21M Buy
29,813
+9,181
+44% +$683K 0.53% 43
2025
Q3 		$1.53M Buy
20,632
+4,742
+30% +$349K 0.38% 62
2025
Q2 		$1.17M Buy
15,890
+5,504
+53% +$400K 0.32% 70
2025
Q1 		$763K Buy
10,386
+3,075
+42% +$223K 0.22% 96
2024
Q4 		$526K Sell
7,311
-445
-6% -$32.5K 0.15% 116
2024
Q3 		$583K Buy
7,756
+1,222
+19% +$90.4K 0.17% 112
2024
Q2 		$471K Hold
6,534
– – 0.15% 110
2024
Q1 		$475K Hold
6,534
– – 0.15% 117
2023
Q4 		$481K Buy
6,534
+3,046
+87% +$215K 0.16% 113
2023
Q3 		$243K Sell
3,488
-508
-13% -$36.3K 0.09% 141
2023
Q2 		$290K Buy
3,996
+202
+5% +$14.8K 0.1% 135
2023
Q1 		$280K Hold
3,794
– – 0.1% 137
2022
Q4 		$273K Sell
3,794
-253
-6% -$18.1K 0.1% 129
2022
Q3 		$289K Buy
4,047
+529
+15% +$39.6K 0.11% 121
2022
Q2 		$265K Hold
3,518
– – 0.11% 127
2022
Q1 		$280K Hold
3,518
– – 0.09% 134
2021
Q4 		$298K Buy
+3,518
New +$300K 0.1% 132

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oak Harbor Wealth Partners's BND Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Vanguard Total Bond Market (BND) stake by 43% in Q1 2026, buying an estimated $942K and bringing the position to 42,513 shares worth $3.13M. The position accounts for 0.73% of the portfolio, ranked #35.

Oak Harbor Wealth Partners first reported a position in BND in Q4 2021 and has held it in 18 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Oak Harbor Wealth Partners held 42,513 shares of Vanguard Total Bond Market worth $3.13M as of Q1 2026.
  • Oak Harbor Wealth Partners bought 12,700 Vanguard Total Bond Market shares in Q1 2026, an estimated $942K.
  • Vanguard Total Bond Market made up 0.73% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #35 holding.
  • Oak Harbor Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 18 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.