Seros Financial
BND icon

Seros Financial’s Vanguard Total Bond Market BND Stock Holding History

Seros Financial’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 		$4.38M Buy
62,477
+4,865
+8% +$351K 2.23% 13
2026
Q2 		$4.23M Buy
57,612
+3,530
+7% +$259K 2.2% 14
2026
Q1 		$3.98M Sell
54,082
-90
-0.2% -$6.68K 2.53% 14
2025
Q4 		$4.01M Buy
54,172
+4,605
+9% +$343K 2.35% 13
2025
Q3 		$3.69M Buy
49,567
+2,273
+5% +$167K 2.23% 15
2025
Q2 		$3.48M Buy
47,294
+464
+1% +$33.7K 2.21% 15
2025
Q1 		$3.44M Buy
46,830
+4,496
+11% +$326K 2.57% 14
2024
Q4 		$3.05M Buy
+42,334
New +$3.1M 2.75% 11

Other funds holding BND

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
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
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Seros Financial's BND Position: Q3 2026 in Review

Seros Financial increased its Vanguard Total Bond Market (BND) stake by 8.4% in Q3 2026, buying an estimated $351K and bringing the position to 62,477 shares worth $4.38M. The position accounts for 2.23% of the portfolio, ranked #13.

Seros Financial first reported a position in BND in Q4 2024 and has held it in 8 quarters since. 682 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Seros Financial held 62,477 shares of Vanguard Total Bond Market worth $4.38M as of Q3 2026.
  • Seros Financial bought 4,865 Vanguard Total Bond Market shares in Q3 2026, an estimated $351K.
  • Vanguard Total Bond Market made up 2.23% of Seros Financial's portfolio in Q3 2026, its #13 holding.
  • Seros Financial first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 8 quarters since.
  • 682 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

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