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Summit Wealth Group, LLC/OK’s Vanguard Total Bond Market BND Stock Holding History

Summit Wealth Group, LLC/OK’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 		$1.54M Sell
21,892
-17,370
-44% -$1.25M 2.6% 16
2026
Q2 		$2.88M Sell
39,262
-352
-0.9% -$25.8K 3.74% 8
2026
Q1 		$2.92M Sell
39,614
-3,437
-8% -$255K 4.07% 8
2025
Q4 		$3.19M Buy
+43,051
New +$3.2M 3.29% 8

Other funds holding BND

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
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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Summit Wealth Group, LLC/OK's BND Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Vanguard Total Bond Market (BND) stake by 44% in Q3 2026, selling an estimated $1.25M and leaving 21,892 shares worth $1.54M. The position accounts for 2.6% of the portfolio, ranked #16.

Summit Wealth Group, LLC/OK first reported a position in BND in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.19M in Q4 2025. 1,270 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 21,892 shares of Vanguard Total Bond Market worth $1.54M as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 17,370 Vanguard Total Bond Market shares in Q3 2026, an estimated $1.25M.
  • Vanguard Total Bond Market made up 2.6% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #16 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Vanguard Total Bond Market position peaked at $3.19M in Q4 2025.
  • 1,270 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.