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

Pinnacle 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 		$423K Buy
+5,735
New +$421K 0.1% 79
2026
Q1 		– Sell
-8,687
Closed -$643K – 113
2025
Q4 		$643K Sell
8,687
-2,226
-20% -$166K 0.19% 53
2025
Q3 		$808K Buy
10,913
+100
+0.9% +$7.36K 0.24% 50
2025
Q2 		$794K Sell
10,813
-1,018
-9% -$74K 0.27% 47
2025
Q1 		$867K Buy
11,831
+4,262
+56% +$309K 0.32% 43
2024
Q4 		$546K Sell
7,569
-3,055
-29% -$223K 0.21% 47
2024
Q3 		$793K Buy
10,624
+1,698
+19% +$126K 0.31% 36
2024
Q2 		$643K Buy
8,926
+424
+5% +$30.4K 0.28% 36
2024
Q1 		$618K Sell
8,502
-1,880
-18% -$136K 0.27% 36
2023
Q4 		$764K Buy
10,382
+4,939
+91% +$349K 0.39% 35
2023
Q3 		$380K Sell
5,443
-120
-2% -$8.57K 0.23% 47
2023
Q2 		$404K Sell
5,563
-366
-6% -$26.8K 0.23% 45
2023
Q1 		$438K Buy
5,929
+366
+7% +$26.8K 0.26% 40
2022
Q4 		$400K Buy
5,563
+2,146
+63% +$154K 0.28% 42
2022
Q3 		$244K Hold
3,417
– – 0.21% 48
2022
Q2 		$257K Sell
3,417
-700
-17% -$53.3K 0.22% 49
2022
Q1 		$327K Hold
4,117
– – 0.27% 47
2021
Q4 		$349K Buy
+4,117
New +$351K 0.27% 46

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

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

Pinnacle Financial Group opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 5,735 shares worth $423K. The stake represents 0.1% of the portfolio and ranks #79 among its holdings. This is a return to the name: Pinnacle Financial Group previously reported a position in BND as recently as Q4 2025.

Pinnacle Financial Group first reported a position in BND in Q4 2021 and has held it in 18 quarters since. The position peaked at $867K in Q1 2025. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Pinnacle Financial Group held 5,735 shares of Vanguard Total Bond Market worth $423K as of Q2 2026.
  • Vanguard Total Bond Market was a new Pinnacle Financial Group position in Q2 2026.
  • Vanguard Total Bond Market made up 0.1% of Pinnacle Financial Group's portfolio in Q2 2026, its #79 holding.
  • Pinnacle Financial Group first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 18 quarters since.
  • Pinnacle Financial Group's Vanguard Total Bond Market position peaked at $867K in Q1 2025.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.