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

Prospect 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 Q3	$7.85M	Sell	111,864 -6,433	-5%	-$464K	6.6%	3
2026 Q2	$8.68M	Buy	118,297 +9,106	+8%	+$668K	7%	3
2026 Q1	$8.04M	Buy	109,191 +4,120	+4%	+$306K	7.42%	3
2025 Q4	$7.78M	Sell	105,071 -1,187	-1%	-$88.3K	7.24%	3
2025 Q3	$7.9M	Buy	106,258 +1,292	+1%	+$95.1K	7.72%	3
2025 Q2	$7.73M	Buy	104,966 +3,478	+3%	+$253K	8.08%	1
2025 Q1	$7.45M	Buy	101,488 +1,226	+1%	+$89K	9.51%	1
2024 Q4	$7.21M	Buy	+100,262	New	+$7.33M	8.87%	1

Other funds holding BND

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Prospect Financial Group's BND Position: Q3 2026 in Review

Prospect Financial Group reduced its Vanguard Total Bond Market (BND) stake by 5.4% in Q3 2026, selling an estimated $464K and leaving 111,864 shares worth $7.85M. The position accounts for 6.6% of the portfolio, ranked #3.

Prospect Financial Group first reported a position in BND in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.68M in Q2 2026. 1,351 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Prospect Financial Group held 111,864 shares of Vanguard Total Bond Market worth $7.85M as of Q3 2026.
Prospect Financial Group sold 6,433 Vanguard Total Bond Market shares in Q3 2026, an estimated $464K.
Vanguard Total Bond Market made up 6.6% of Prospect Financial Group's portfolio in Q3 2026, its #3 holding.
Prospect Financial Group first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 8 quarters since.
Prospect Financial Group's Vanguard Total Bond Market position peaked at $8.68M in Q2 2026.
1,351 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Prospect Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.