RFP
BND icon

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Root Financial Partners's BND Position: Q1 2026 in Review

Root Financial Partners increased its Vanguard Total Bond Market (BND) stake by 44% in Q1 2026, buying an estimated $4.21M and bringing the position to 185,616 shares worth $13.7M. The position accounts for 0.63% of the portfolio, ranked #20.

Root Financial Partners first reported a position in BND in Q1 2023 and has held it in 13 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Root Financial Partners held 185,616 shares of Vanguard Total Bond Market worth $13.7M as of Q1 2026.
  • Root Financial Partners bought 56,764 Vanguard Total Bond Market shares in Q1 2026, an estimated $4.21M.
  • Vanguard Total Bond Market made up 0.63% of Root Financial Partners's portfolio in Q1 2026, its #20 holding.
  • Root Financial Partners first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 13 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.