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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
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

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

Seros Financial's BND Position: Q2 2026 in Review

Seros Financial increased its Vanguard Total Bond Market (BND) stake by 6.5% in Q2 2026, buying an estimated $259K and bringing the position to 57,612 shares worth $4.23M. The position accounts for 2.2% of the portfolio, ranked #14.

Seros Financial first reported a position in BND in Q4 2024 and has held it in 7 quarters since. 1,824 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Seros Financial held 57,612 shares of Vanguard Total Bond Market worth $4.23M as of Q2 2026.
  • Seros Financial bought 3,530 Vanguard Total Bond Market shares in Q2 2026, an estimated $259K.
  • Vanguard Total Bond Market made up 2.2% of Seros Financial's portfolio in Q2 2026, its #14 holding.
  • Seros Financial first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Seros Financial's 13F filing for Q2 2026, filed 13 Aug 2026.