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

PAX 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 		$2.03M Sell
27,551
-2,304
-8% -$171K 0.35% 60
2025
Q4 		$2.21M Sell
29,855
-1,261
-4% -$93.9K 0.38% 55
2025
Q3 		$2.31M Buy
31,116
+444
+1% +$32.7K 0.42% 55
2025
Q2 		$2.26M Sell
30,672
-1,365
-4% -$99.3K 0.43% 58
2025
Q1 		$2.35M Sell
32,037
-3,855
-11% -$280K 0.42% 61
2024
Q4 		$2.58M Sell
35,892
-1,813
-5% -$133K 0.46% 52
2024
Q3 		$2.83M Sell
37,705
-146
-0.4% -$10.8K 0.51% 50
2024
Q2 		$2.73M Sell
37,851
-911
-2% -$65.2K 0.53% 49
2024
Q1 		$2.82M Sell
38,762
-2,223
-5% -$161K 0.57% 45
2023
Q4 		$2.97M Sell
40,985
-114
-0.3% -$8.05K 0.61% 36
2023
Q3 		$2.87M Buy
41,099
+18,703
+84% +$1.34M 0.65% 36
2023
Q2 		$1.63M Sell
22,396
-1,430
-6% -$105K 0.37% 50
2023
Q1 		$1.76M Sell
23,826
-856
-3% -$62.6K 0.42% 43
2022
Q4 		$1.77M Buy
24,682
+210
+0.9% +$15K 0.45% 42
2022
Q3 		$1.75M Buy
24,472
+1,320
+6% +$98.8K 0.45% 46
2022
Q2 		$1.74M Buy
23,152
+10,886
+89% +$828K 0.44% 43
2022
Q1 		$976K Buy
12,266
+149
+1% +$12.2K 0.23% 66
2021
Q4 		$1.03M Buy
12,117
+290
+2% +$24.7K 0.23% 66
2021
Q3 		$1.01M Sell
11,827
-680
-5% -$58.7K 0.25% 58
2021
Q2 		$1.07M Sell
12,507
-1,305
-9% -$111K 0.27% 54
2021
Q1 		$1.17M Sell
13,812
-77
-0.6% -$6.64K 0.33% 43
2020
Q4 		$1.23M Buy
13,889
+1,153
+9% +$101K 0.38% 38
2020
Q3 		$1.12M Sell
12,736
-333
-3% -$29.5K 0.39% 36
2020
Q2 		$1.16M Sell
13,069
-669
-5% -$58.5K 0.44% 35
2020
Q1 		$1.2M Sell
13,738
-4,786
-26% -$407K 0.51% 31
2019
Q4 		$1.58M Buy
+18,524
New +$1.56M 0.68% 33

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

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

PAX Financial Group reduced its Vanguard Total Bond Market (BND) stake by 7.7% in Q1 2026, selling an estimated $171K and leaving 27,551 shares worth $2.03M. The position accounts for 0.35% of the portfolio, ranked #60.

PAX Financial Group first reported a position in BND in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.97M in Q4 2023. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • PAX Financial Group held 27,551 shares of Vanguard Total Bond Market worth $2.03M as of Q1 2026.
  • PAX Financial Group sold 2,304 Vanguard Total Bond Market shares in Q1 2026, an estimated $171K.
  • Vanguard Total Bond Market made up 0.35% of PAX Financial Group's portfolio in Q1 2026, its #60 holding.
  • PAX Financial Group first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 26 quarters since.
  • PAX Financial Group's Vanguard Total Bond Market position peaked at $2.97M in Q4 2023.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.