Prosperity Planning’s Vanguard Total Bond Market BND Stock Holding History

Prosperity Planning’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	–	Hold	0	–	–	–	37
2026 Q1	–	Hold	0	–	–	–	35
2025 Q4	–	Hold	0	–	–	–	35
2025 Q3	–	Hold	0	–	–	–	36
2025 Q2	–	Hold	0	–	–	–	35
2025 Q1	–	Hold	0	–	–	–	33
2024 Q4	–	Hold	0	–	–	–	34
2024 Q3	–	Sell	-33,862	Closed	-$2.51M	–	31
2024 Q2	$2.44M	Buy	+33,862	New	+$2.43M	0.83%	30
2024 Q1	–	Hold	0	–	–	–	28
2023 Q4	–	Hold	0	–	–	–	28
2023 Q3	–	Hold	0	–	–	–	26
2023 Q2	–	Hold	0	–	–	–	26
2023 Q1	–	Hold	0	–	–	–	24
2022 Q4	–	Hold	0	–	–	–	24
2022 Q3	–	Hold	0	–	–	–	63
2022 Q2	–	Hold	0	–	–	–	69

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

Prosperity Planning's BND Position: Q2 2026 in Review

Prosperity Planning held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 0 shares worth $2.51M. The position accounts for 0.57% of the portfolio, ranked #37.

Prosperity Planning first reported a position in BND in Q2 2024 and has held it in 1 quarter since. The position peaked at $2.44M in Q2 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Prosperity Planning held 0 shares of Vanguard Total Bond Market worth $2.51M as of Q2 2026.
Prosperity Planning left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.57% of Prosperity Planning's portfolio in Q2 2026, its #37 holding.
Prosperity Planning first reported a position in Vanguard Total Bond Market in Q2 2024 and has held it in 1 quarter since.
Prosperity Planning's Vanguard Total Bond Market position peaked at $2.44M in Q2 2024.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.