Root Financial Partners
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Root Financial Partners’s Vanguard Total Bond Market BND Stock Holding History

Root Financial Partners’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 		$13.4M Buy
191,521
+19,790
+12% +$1.43M 0.45% 26
2026
Q2 		$12.6M Sell
171,731
-13,885
-7% -$1.02M 0.49% 21
2026
Q1 		$13.7M Buy
185,616
+56,764
+44% +$4.21M 0.63% 20
2025
Q4 		$9.5M Buy
128,852
+19,564
+18% +$1.46M 0.49% 26
2025
Q3 		$8.13M Buy
109,288
+23,471
+27% +$1.73M 0.5% 24
2025
Q2 		$6.32M Sell
85,817
-27,414
-24% -$1.99M 0.61% 24
2025
Q1 		$8.32M Buy
113,231
+62,335
+122% +$4.52M 0.89% 21
2024
Q4 		$3.66M Buy
50,896
+24,731
+95% +$1.81M 0.45% 25
2024
Q3 		$1.97M Sell
26,165
-2,877
-10% -$213K 0.31% 27
2024
Q2 		$2.09M Buy
29,042
+14,059
+94% +$1.01M 0.49% 24
2024
Q1 		$1.09M Sell
14,983
-337
-2% -$24.5K 0.32% 33
2023
Q4 		$1.13M Buy
15,320
+522
+4% +$36.9K 0.42% 27
2023
Q3 		$1.03M Buy
14,798
+1,171
+9% +$83.6K 0.55% 25
2023
Q2 		$991K Sell
13,627
-21,106
-61% -$1.55M 0.59% 24
2023
Q1 		$2.56M Buy
+34,733
New +$2.54M 1.83% 12

Other funds holding BND

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Verus Financial Partners
Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return

Root Financial Partners's BND Position: Q3 2026 in Review

Root Financial Partners increased its Vanguard Total Bond Market (BND) stake by 12% in Q3 2026, buying an estimated $1.43M and bringing the position to 191,521 shares worth $13.4M. The position accounts for 0.45% of the portfolio, ranked #26.

Root Financial Partners first reported a position in BND in Q1 2023 and has held it in 15 quarters since. The position peaked at $13.7M in Q1 2026. 834 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Root Financial Partners held 191,521 shares of Vanguard Total Bond Market worth $13.4M as of Q3 2026.
  • Root Financial Partners bought 19,790 Vanguard Total Bond Market shares in Q3 2026, an estimated $1.43M.
  • Vanguard Total Bond Market made up 0.45% of Root Financial Partners's portfolio in Q3 2026, its #26 holding.
  • Root Financial Partners first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 15 quarters since.
  • Root Financial Partners's Vanguard Total Bond Market position peaked at $13.7M in Q1 2026.
  • 834 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.