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Partners in Financial Planning’s Vanguard Total Bond Market BND Stock Holding History

Partners in Financial Planning’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 		$78M Buy
1,063,064
+16,492
+2% +$1.21M 11.83% 1
2026
Q1 		$77.1M Buy
1,046,572
+62,257
+6% +$4.62M 12.78% 1
2025
Q4 		$72.9M Buy
984,315
+18,689
+2% +$1.39M 12.34% 1
2025
Q3 		$71.8M Buy
965,626
+65,598
+7% +$4.83M 12.41% 1
2025
Q2 		$66.3M Buy
900,028
+34,570
+4% +$2.51M 12.22% 1
2025
Q1 		$63.6M Buy
865,458
+11,594
+1% +$841K 12.77% 1
2024
Q4 		$61.4M Buy
853,864
+55,742
+7% +$4.08M 12.52% 1
2024
Q3 		$59.9M Buy
798,122
+69,902
+10% +$5.17M 12.09% 1
2024
Q2 		$52.5M Buy
728,220
+52,445
+8% +$3.76M 11.4% 2
2024
Q1 		$49.1M Buy
675,775
+17,330
+3% +$1.26M 10.92% 2
2023
Q4 		$48.4M Buy
658,445
+30,413
+5% +$2.15M 11.37% 1
2023
Q3 		$43.8M Buy
628,032
+22,846
+4% +$1.63M 11.28% 1
2023
Q2 		$44M Buy
605,186
+26,320
+5% +$1.93M 11.2% 1
2023
Q1 		$42.7M Buy
578,866
+16,066
+3% +$1.18M 11.25% 1
2022
Q4 		$40.6M Sell
562,800
-22,836
-4% -$1.64M 11.25% 1
2022
Q3 		$42M Buy
585,636
+46,008
+9% +$3.44M 12% 1
2022
Q2 		$39.8M Buy
539,628
+3,847
+0.7% +$293K 12.66% 1
2022
Q1 		$40.9M Buy
535,781
+12,825
+2% +$1.05M 12.86% 1
2021
Q4 		$42.7M Buy
522,956
+38,507
+8% +$3.28M 13.08% 1
2021
Q3 		$41.4M Buy
484,449
+22,704
+5% +$1.96M 12.92% 1
2021
Q2 		$39.7M Buy
+461,745
New +$39.4M 12.41% 1

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

Partners in Financial Planning's BND Position: Q2 2026 in Review

Partners in Financial Planning increased its Vanguard Total Bond Market (BND) stake by 1.6% in Q2 2026, buying an estimated $1.21M and bringing the position to 1,063,064 shares worth $78M. The position accounts for 11.83% of the portfolio, ranked #1.

Partners in Financial Planning first reported a position in BND in Q2 2021 and has held it in 21 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Partners in Financial Planning held 1,063,064 shares of Vanguard Total Bond Market worth $78M as of Q2 2026.
  • Partners in Financial Planning bought 16,492 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.21M.
  • Vanguard Total Bond Market made up 11.83% of Partners in Financial Planning's portfolio in Q2 2026, its #1 holding.
  • Partners in Financial Planning first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 21 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.