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Orcam Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Orcam Financial Group’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 		$648K Buy
8,794
+251
+3% +$18.6K 0.46% 31
2025
Q4 		$633K Sell
8,543
-1,750
-17% -$130K 0.47% 31
2025
Q3 		$765K Buy
10,293
+8
+0.1% +$589 0.62% 26
2025
Q2 		$757K Buy
10,285
+7
+0.1% +$509 0.66% 24
2025
Q1 		$755K Buy
10,278
+5
+0% +$363 0.71% 26
2024
Q4 		$739K Buy
10,273
+446
+5% +$32.6K 0.71% 26
2024
Q3 		$738K Buy
9,827
+3
+0% +$222 0.72% 27
2024
Q2 		$708K Buy
9,824
+2
+0% +$143 0.76% 26
2024
Q1 		$713K Buy
9,822
+2
+0% +$145 0.78% 26
2023
Q4 		$722K Buy
9,820
+3
+0% +$212 0.88% 23
2023
Q3 		$685K Sell
9,817
-755
-7% -$53.9K 0.92% 22
2023
Q2 		$769K Buy
10,572
+541
+5% +$39.6K 1.06% 19
2023
Q1 		$741K Buy
10,031
+5,170
+106% +$378K 1.03% 18
2022
Q4 		$349K Buy
+4,861
New +$348K 0.54% 24

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

Orcam Financial Group's BND Position: Q1 2026 in Review

Orcam Financial Group increased its Vanguard Total Bond Market (BND) stake by 2.9% in Q1 2026, buying an estimated $18.6K and bringing the position to 8,794 shares worth $648K. The position accounts for 0.46% of the portfolio, ranked #31.

Orcam Financial Group first reported a position in BND in Q4 2022 and has held it in 14 quarters since. The position peaked at $769K in Q2 2023. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Orcam Financial Group held 8,794 shares of Vanguard Total Bond Market worth $648K as of Q1 2026.
  • Orcam Financial Group bought 251 Vanguard Total Bond Market shares in Q1 2026, an estimated $18.6K.
  • Vanguard Total Bond Market made up 0.46% of Orcam Financial Group's portfolio in Q1 2026, its #31 holding.
  • Orcam Financial Group first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 14 quarters since.
  • Orcam Financial Group's Vanguard Total Bond Market position peaked at $769K in Q2 2023.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.