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RCS Financial Planning’s Vanguard Total Bond Market BND Stock Holding History

RCS Financial 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
2025
Q3 		– Sell
-5,166
Closed -$380K – 93
2025
Q2 		$380K Buy
5,166
+35
+0.7% +$2.55K 0.19% 63
2025
Q1 		$377K Sell
5,131
-1,858
-27% -$135K 0.2% 61
2024
Q4 		$503K Sell
6,989
-3,524
-34% -$258K 0.27% 52
2024
Q3 		$790K Buy
10,513
+9
+0.1% +$666 0.44% 35
2024
Q2 		$757K Buy
10,504
+1,649
+19% +$118K 0.45% 36
2024
Q1 		$643K Buy
8,855
+310
+4% +$22.5K 0.4% 43
2023
Q4 		$628K Sell
8,545
-5,751
-40% -$406K 0.41% 39
2023
Q3 		$998K Buy
14,296
+733
+5% +$52.3K 0.76% 30
2023
Q2 		$986K Sell
13,563
-6,132
-31% -$449K 0.81% 29
2023
Q1 		$1.45M Buy
19,695
+2,420
+14% +$177K 1.29% 19
2022
Q4 		$1.24M Buy
+17,275
New +$1.24M 1.21% 19

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RCS Financial Planning's BND Position: Q3 2025 in Review

RCS Financial Planning sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 5,166 shares — an estimated $380K sold.

RCS Financial Planning first reported a position in BND in Q4 2022 and held it in 11 quarters. The position peaked at $1.45M in Q1 2023. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • RCS Financial Planning reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
  • RCS Financial Planning sold 5,166 Vanguard Total Bond Market shares in Q3 2025, an estimated $380K.
  • RCS Financial Planning first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 11 quarters.
  • RCS Financial Planning's Vanguard Total Bond Market position peaked at $1.45M in Q1 2023.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on RCS Financial Planning's 13F filing for Q3 2025, filed 5 Nov 2025.