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PlanVest Financial’s Vanguard Total Bond Market BND Stock Holding History

PlanVest Financial’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 		$5.97K Buy
81
+1
+1% +$73 ﹤0.01% 442
2026
Q1 		$5.93K Buy
+80
New +$5.93K ﹤0.01% 416

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

PlanVest Financial's BND Position: Q2 2026 in Review

PlanVest Financial increased its Vanguard Total Bond Market (BND) stake by 1.3% in Q2 2026, buying an estimated $73 and bringing the position to 81 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

PlanVest Financial first reported a position in BND in Q1 2026 and has held it in 2 quarters since. 1,789 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • PlanVest Financial held 81 shares of Vanguard Total Bond Market worth $5.97K as of Q2 2026.
  • PlanVest Financial bought 1 Vanguard Total Bond Market share in Q2 2026, an estimated $73.
  • Vanguard Total Bond Market made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #442 holding.
  • PlanVest Financial first reported a position in Vanguard Total Bond Market in Q1 2026 and has held it in 2 quarters since.
  • 1,789 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.