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Patten & Patten’s Vanguard Total Bond Market BND Stock Holding History

Patten & Patten’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 		$227K Hold
3,097
– – 0.01% 335
2026
Q1 		$228K Hold
3,097
– – 0.01% 322
2025
Q4 		$229K Hold
3,097
– – 0.01% 323
2025
Q3 		$230K Buy
+3,097
New +$228K 0.01% 319

Other funds holding BND

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Patten & Patten's BND Position: Q2 2026 in Review

Patten & Patten held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 3,097 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #335.

Patten & Patten first reported a position in BND in Q3 2025 and has held it in 4 quarters since. The position peaked at $230K in Q3 2025. 1,344 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Patten & Patten held 3,097 shares of Vanguard Total Bond Market worth $227K as of Q2 2026.
  • Patten & Patten left its Vanguard Total Bond Market share count unchanged in Q2 2026.
  • Vanguard Total Bond Market made up 0.01% of Patten & Patten's portfolio in Q2 2026, its #335 holding.
  • Patten & Patten first reported a position in Vanguard Total Bond Market in Q3 2025 and has held it in 4 quarters since.
  • Patten & Patten's Vanguard Total Bond Market position peaked at $230K in Q3 2025.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.