Planning Project LLC’s Vanguard Total Bond Market BND Stock Holding History

Planning Project LLC’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
2025 Q4	$2.49M	Buy	+33,668	New	+$2.51M	0.63%	10

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Planning Project LLC's BND Position: Q4 2025 in Review

Planning Project LLC opened a new position in Vanguard Total Bond Market (BND) in Q4 2025: 33,668 shares worth $2.49M. The stake represents 0.63% of the portfolio and ranks #10 among its holdings.

1,791 funds tracked by Wall St. Rank hold BND as of Q4 2025.

Planning Project LLC held 33,668 shares of Vanguard Total Bond Market worth $2.49M as of Q4 2025.
Vanguard Total Bond Market was a new Planning Project LLC position in Q4 2025.
Vanguard Total Bond Market made up 0.63% of Planning Project LLC's portfolio in Q4 2025, its #10 holding.
1,791 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.