OFS
BND icon

Oldfather Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Oldfather Financial Services’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
2025
Q4 		$3.11M Buy
41,962
+5,585
+15% +$416K 0.93% 20
2025
Q3 		$2.71M Buy
36,377
+3,641
+11% +$268K 0.84% 20
2025
Q2 		$2.41M Buy
32,736
+5,475
+20% +$398K 0.83% 20
2025
Q1 		$2M Buy
27,261
+5,106
+23% +$371K 0.76% 22
2024
Q4 		$1.59M Buy
22,155
+11,210
+102% +$820K 0.61% 24
2024
Q3 		$822K Buy
10,945
+1,152
+12% +$85.3K 0.32% 34
2024
Q2 		$706K Buy
9,793
+2,243
+30% +$161K 0.29% 35
2024
Q1 		$548K Buy
7,550
+332
+5% +$24.1K 0.23% 40
2023
Q4 		$531K Buy
7,218
+1,201
+20% +$84.8K 0.24% 39
2023
Q3 		$420K Buy
6,017
+1,370
+29% +$97.8K 0.21% 42
2023
Q2 		$338K Buy
4,647
+485
+12% +$35.5K 0.17% 48
2023
Q1 		$307K Buy
4,162
+443
+12% +$32.4K 0.16% 50
2022
Q4 		$267K Buy
3,719
+613
+20% +$43.9K 0.15% 51
2022
Q3 		$222K Buy
+3,106
New +$232K 0.14% 54

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Oldfather Financial Services's BND Position: Q4 2025 in Review

Oldfather Financial Services increased its Vanguard Total Bond Market (BND) stake by 15% in Q4 2025, buying an estimated $416K and bringing the position to 41,962 shares worth $3.11M. The position accounts for 0.93% of the portfolio, ranked #20.

Oldfather Financial Services first reported a position in BND in Q3 2022 and has held it in 14 quarters since. 1,786 funds tracked by Wall St. Rank hold BND as of Q4 2025.

  • Oldfather Financial Services held 41,962 shares of Vanguard Total Bond Market worth $3.11M as of Q4 2025.
  • Oldfather Financial Services bought 5,585 Vanguard Total Bond Market shares in Q4 2025, an estimated $416K.
  • Vanguard Total Bond Market made up 0.93% of Oldfather Financial Services's portfolio in Q4 2025, its #20 holding.
  • Oldfather Financial Services first reported a position in Vanguard Total Bond Market in Q3 2022 and has held it in 14 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.