Oak Wealth Advisors
BND icon

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
Q3 		$7.25M Buy
103,311
+12,718
+14% +$917K 3.25% 9
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Oak Wealth Advisors's BND Position: Q3 2026 in Review

Oak Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 14% in Q3 2026, buying an estimated $917K and bringing the position to 103,311 shares worth $7.25M. The position accounts for 3.25% of the portfolio, ranked #9.

Oak Wealth Advisors first reported a position in BND in Q4 2024 and has held it in 8 quarters since. 1,499 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Oak Wealth Advisors held 103,311 shares of Vanguard Total Bond Market worth $7.25M as of Q3 2026.
  • Oak Wealth Advisors bought 12,718 Vanguard Total Bond Market shares in Q3 2026, an estimated $917K.
  • Vanguard Total Bond Market made up 3.25% of Oak Wealth Advisors's portfolio in Q3 2026, its #9 holding.
  • Oak Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 8 quarters since.
  • 1,499 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Oak Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.