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Richardson Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Richardson Financial Services’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 		$681K Sell
9,282
-96
-1% -$7.04K 0.39% 60
2026
Q1 		$691K Buy
9,378
+890
+10% +$66K 0.43% 55
2025
Q4 		$703K Sell
8,488
-26
-0.3% -$1.94K 0.23% 56
2025
Q3 		$633K Buy
8,514
+35
+0.4% +$2.58K 0.39% 62
2025
Q2 		$624K Sell
8,479
-165
-2% -$12K 0.42% 65
2025
Q1 		$635K Buy
8,644
+357
+4% +$25.9K 0.48% 54
2024
Q4 		$596K Sell
8,287
-7,026
-46% -$514K 0.42% 61
2024
Q3 		$1.12M Buy
15,313
+6,882
+82% +$509K 0.71% 31
2024
Q2 		$607K Sell
8,431
-464
-5% -$33.2K 0.44% 62
2024
Q1 		$646K Buy
8,895
+6,061
+214% +$440K 0.46% 62
2023
Q4 		$208K Buy
+2,834
New +$200K 0.18% 125

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Richardson Financial Services's BND Position: Q2 2026 in Review

Richardson Financial Services reduced its Vanguard Total Bond Market (BND) stake by 1% in Q2 2026, selling an estimated $7.04K and leaving 9,282 shares worth $681K. The position accounts for 0.39% of the portfolio, ranked #60.

Richardson Financial Services first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q3 2024. 1,515 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Richardson Financial Services held 9,282 shares of Vanguard Total Bond Market worth $681K as of Q2 2026.
  • Richardson Financial Services sold 96 Vanguard Total Bond Market shares in Q2 2026, an estimated $7.04K.
  • Vanguard Total Bond Market made up 0.39% of Richardson Financial Services's portfolio in Q2 2026, its #60 holding.
  • Richardson Financial Services first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Vanguard Total Bond Market position peaked at $1.12M in Q3 2024.
  • 1,515 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.