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

Oak Wealth 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
Q2 		$6.65M Buy
90,593
+4,464
+5% +$328K 3.19% 9
2026
Q1 		$6.34M Buy
86,129
+9,386
+12% +$696K 3.48% 9
2025
Q4 		$5.68M Buy
76,743
+7,135
+10% +$531K 3.26% 10
2025
Q3 		$5.18M Buy
69,608
+8,668
+14% +$638K 3.01% 11
2025
Q2 		$4.49M Buy
60,940
+8,903
+17% +$648K 2.88% 11
2025
Q1 		$3.82M Buy
52,037
+571
+1% +$41.4K 2.83% 11
2024
Q4 		$3.7M Buy
+51,466
New +$3.76M 2.85% 10

Other funds holding BND

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Oak Wealth Advisors's BND Position: Q2 2026 in Review

Oak Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 5.2% in Q2 2026, buying an estimated $328K and bringing the position to 90,593 shares worth $6.65M. The position accounts for 3.19% of the portfolio, ranked #9.

Oak Wealth Advisors first reported a position in BND in Q4 2024 and has held it in 7 quarters since. 833 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Oak Wealth Advisors held 90,593 shares of Vanguard Total Bond Market worth $6.65M as of Q2 2026.
  • Oak Wealth Advisors bought 4,464 Vanguard Total Bond Market shares in Q2 2026, an estimated $328K.
  • Vanguard Total Bond Market made up 3.19% of Oak Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Oak Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
  • 833 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.