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Sequent Planning’s Vanguard Total Bond Market BND Stock Holding History

Sequent 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
2026
Q2 		$817K Buy
11,128
+421
+4% +$30.9K 0.17% 110
2026
Q1 		$788K Buy
10,707
+269
+3% +$20K 0.19% 102
2025
Q4 		$773K Sell
10,438
-707
-6% -$52.6K 0.2% 97
2025
Q3 		$829K Sell
11,145
-1,981
-15% -$146K 0.24% 90
2025
Q2 		$967K Buy
13,126
+2,047
+18% +$149K 0.31% 51
2025
Q1 		$814K Sell
11,079
-1,960
-15% -$142K 0.29% 59
2024
Q4 		$938K Sell
13,039
-1,601
-11% -$117K 0.34% 51
2024
Q3 		$1.1M Sell
14,640
-1,062
-7% -$78.6K 0.38% 44
2024
Q2 		$1.12M Buy
15,702
+3,053
+24% +$219K 0.38% 42
2024
Q1 		$919K Buy
+12,649
New +$918K 0.33% 55

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Sequent Planning's BND Position: Q2 2026 in Review

Sequent Planning increased its Vanguard Total Bond Market (BND) stake by 3.9% in Q2 2026, buying an estimated $30.9K and bringing the position to 11,128 shares worth $817K. The position accounts for 0.17% of the portfolio, ranked #110.

Sequent Planning first reported a position in BND in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.12M in Q2 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Sequent Planning held 11,128 shares of Vanguard Total Bond Market worth $817K as of Q2 2026.
  • Sequent Planning bought 421 Vanguard Total Bond Market shares in Q2 2026, an estimated $30.9K.
  • Vanguard Total Bond Market made up 0.17% of Sequent Planning's portfolio in Q2 2026, its #110 holding.
  • Sequent Planning first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 10 quarters since.
  • Sequent Planning's Vanguard Total Bond Market position peaked at $1.12M in Q2 2024.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.