Plum Street Advisors’s Vanguard Total Bond Market BND Stock Holding History

Plum Street Advisors’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	$2M	Sell	27,268 -1,745	-6%	-$128K	0.64%	35
2026 Q1	$2.14M	Sell	29,013 -2,147	-7%	-$159K	0.74%	35
2025 Q4	$2.31M	Buy	31,160 +6	+0%	+$447	0.82%	30
2025 Q3	$2.32M	Sell	31,154 -16,166	-34%	-$1.19M	0.89%	28
2025 Q2	$3.48M	Buy	47,320 +22,085	+88%	+$1.61M	1.54%	19
2025 Q1	$1.85M	Sell	25,235 -2,956	-10%	-$215K	0.89%	27
2024 Q4	$2.03M	Buy	28,191 +1,078	+4%	+$78.8K	1%	25
2024 Q3	$2.04M	Sell	27,113 -74	-0.3%	-$5.48K	1.03%	22
2024 Q2	$1.96M	Buy	27,187 +74	+0.3%	+$5.3K	1.14%	21
2024 Q1	$2.04M	Buy	27,113 +8,168	+43%	+$593K	1.03%	22
2023 Q4	$1.39M	Buy	+18,945	New	+$1.34M	0.93%	27

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

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

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

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Plum Street Advisors's BND Position: Q2 2026 in Review

Plum Street Advisors reduced its Vanguard Total Bond Market (BND) stake by 6% in Q2 2026, selling an estimated $128K and leaving 27,268 shares worth $2M. The position accounts for 0.64% of the portfolio, ranked #35.

Plum Street Advisors first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.48M in Q2 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Plum Street Advisors held 27,268 shares of Vanguard Total Bond Market worth $2M as of Q2 2026.
Plum Street Advisors sold 1,745 Vanguard Total Bond Market shares in Q2 2026, an estimated $128K.
Vanguard Total Bond Market made up 0.64% of Plum Street Advisors's portfolio in Q2 2026, its #35 holding.
Plum Street Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
Plum Street Advisors's Vanguard Total Bond Market position peaked at $3.48M in Q2 2025.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.