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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prospect Financial Group's BND Position: Q1 2026 in Review

Prospect Financial Group increased its Vanguard Total Bond Market (BND) stake by 3.9% in Q1 2026, buying an estimated $306K and bringing the position to 109,191 shares worth $8.04M. The position accounts for 7.42% of the portfolio, ranked #3.

Prospect Financial Group first reported a position in BND in Q4 2024 and has held it in 6 quarters since. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Prospect Financial Group held 109,191 shares of Vanguard Total Bond Market worth $8.04M as of Q1 2026.
  • Prospect Financial Group bought 4,120 Vanguard Total Bond Market shares in Q1 2026, an estimated $306K.
  • Vanguard Total Bond Market made up 7.42% of Prospect Financial Group's portfolio in Q1 2026, its #3 holding.
  • Prospect Financial Group first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 6 quarters since.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Prospect Financial Group's 13F filing for Q1 2026, filed 6 May 2026.