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PDS Planning’s Vanguard Total Bond Market BND Stock Holding History

PDS 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
Q1 		$16.9M Buy
229,411
+8,488
+4% +$630K 1.11% 18
2025
Q4 		$16.4M Buy
220,923
+831
+0.4% +$61.8K 1.09% 18
2025
Q3 		$16.4M Buy
220,092
+9,077
+4% +$668K 1.13% 18
2025
Q2 		$15.5M Buy
211,015
+5,607
+3% +$408K 1.16% 19
2025
Q1 		$15.1M Buy
205,408
+9,335
+5% +$677K 1.27% 18
2024
Q4 		$14.1M Buy
196,073
+16,112
+9% +$1.18M 1.25% 17
2024
Q3 		$13.5M Buy
179,961
+8,653
+5% +$640K 1.21% 19
2024
Q2 		$12.3M Buy
171,308
+5,193
+3% +$372K 1.25% 17
2024
Q1 		$12.1M Buy
166,115
+2,430
+1% +$176K 1.27% 17
2023
Q4 		$12M Buy
163,685
+36,051
+28% +$2.55M 1.37% 17
2023
Q3 		$8.91M Buy
127,634
+6,971
+6% +$498K 1.15% 19
2023
Q2 		$8.77M Sell
120,663
-1,098
-0.9% -$80.4K 1.12% 19
2023
Q1 		$8.99M Buy
121,761
+1,069
+0.9% +$78.2K 1.24% 18
2022
Q4 		$8.67M Buy
120,692
+43,263
+56% +$3.1M 1.39% 17
2022
Q3 		$5.52M Buy
77,429
+3,739
+5% +$280K 1.01% 23
2022
Q2 		$5.55M Buy
73,690
+9,440
+15% +$718K 1% 23
2022
Q1 		$5.11M Buy
64,250
+17,723
+38% +$1.45M 0.9% 23
2021
Q4 		$3.94M Sell
46,527
-5,750
-11% -$490K 0.75% 29
2021
Q3 		$4.47M Buy
52,277
+1,263
+2% +$109K 1.03% 22
2021
Q2 		$4.38M Buy
+51,014
New +$4.35M 1.07% 21

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

PDS Planning's BND Position: Q1 2026 in Review

PDS Planning increased its Vanguard Total Bond Market (BND) stake by 3.8% in Q1 2026, buying an estimated $630K and bringing the position to 229,411 shares worth $16.9M. The position accounts for 1.11% of the portfolio, ranked #18.

PDS Planning first reported a position in BND in Q2 2021 and has held it in 20 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • PDS Planning held 229,411 shares of Vanguard Total Bond Market worth $16.9M as of Q1 2026.
  • PDS Planning bought 8,488 Vanguard Total Bond Market shares in Q1 2026, an estimated $630K.
  • Vanguard Total Bond Market made up 1.11% of PDS Planning's portfolio in Q1 2026, its #18 holding.
  • PDS Planning first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 20 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.