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

Pacific 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
Q2 		$407K Buy
5,542
+239
+5% +$17.5K 0.2% 69
2026
Q1 		$391K Buy
5,303
+696
+15% +$51.6K 0.21% 70
2025
Q4 		$341K Sell
4,607
-2,201
-32% -$164K 0.19% 64
2025
Q3 		$506K Sell
6,808
-570
-8% -$42K 0.38% 45
2025
Q2 		$543K Sell
7,378
-1,862
-20% -$135K 0.42% 44
2025
Q1 		$679K Sell
9,240
-73
-0.8% -$5.3K 0.55% 38
2024
Q4 		$670K Sell
9,313
-325
-3% -$23.8K 0.5% 39
2024
Q3 		$724K Sell
9,638
-737
-7% -$54.5K 0.53% 38
2024
Q2 		$748K Sell
10,375
-72
-0.7% -$5.16K 0.53% 40
2024
Q1 		$759K Buy
10,447
+130
+1% +$9.43K 0.52% 39
2023
Q4 		$759K Sell
10,317
-1,239
-11% -$87.5K 0.57% 40
2023
Q3 		$806K Buy
+11,556
New +$825K 0.53% 38
2022
Q1 		– Sell
-4,195
Closed -$351K – 63
2021
Q4 		$351K Buy
4,195
+858
+26% +$73.1K 0.23% 52
2021
Q3 		$285K Buy
+3,337
New +$288K 0.2% 61
2020
Q4 		– Sell
-260
Closed -$23K – 64
2020
Q3 		$23K Buy
+260
New +$23.1K 0.02% 69

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Pacific Financial Group's BND Position: Q2 2026 in Review

Pacific Financial Group increased its Vanguard Total Bond Market (BND) stake by 4.5% in Q2 2026, buying an estimated $17.5K and bringing the position to 5,542 shares worth $407K. The position accounts for 0.2% of the portfolio, ranked #69.

Pacific Financial Group first reported a position in BND in Q3 2020 and has held it in 15 quarters since. The position peaked at $806K in Q3 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Pacific Financial Group held 5,542 shares of Vanguard Total Bond Market worth $407K as of Q2 2026.
  • Pacific Financial Group bought 239 Vanguard Total Bond Market shares in Q2 2026, an estimated $17.5K.
  • Vanguard Total Bond Market made up 0.2% of Pacific Financial Group's portfolio in Q2 2026, its #69 holding.
  • Pacific Financial Group first reported a position in Vanguard Total Bond Market in Q3 2020 and has held it in 15 quarters since.
  • Pacific Financial Group's Vanguard Total Bond Market position peaked at $806K in Q3 2023.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Pacific Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.