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 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	$9.54M	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

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

Root Financial Partners's BND Position: Q2 2026 in Review

Root Financial Partners reduced its Vanguard Total Bond Market (BND) stake by 7.5% in Q2 2026, selling an estimated $1.02M and leaving 171,731 shares worth $12.6M. The position accounts for 0.49% of the portfolio, ranked #21.

Root Financial Partners first reported a position in BND in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.7M in Q1 2026. 1,825 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Root Financial Partners held 171,731 shares of Vanguard Total Bond Market worth $12.6M as of Q2 2026.
Root Financial Partners sold 13,885 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.02M.
Vanguard Total Bond Market made up 0.49% of Root Financial Partners's portfolio in Q2 2026, its #21 holding.
Root Financial Partners first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 14 quarters since.
Root Financial Partners's Vanguard Total Bond Market position peaked at $13.7M in Q1 2026.
1,825 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.