Sharp Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Sharp Financial Services’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	$985K	Buy	13,418 +1,534	+13%	+$113K	0.46%	33
2026 Q1	$875K	Sell	11,884 -609	-5%	-$45.2K	0.43%	28
2025 Q4	$925K	Sell	12,493 -88	-0.7%	-$6.55K	0.47%	34
2025 Q3	$936K	Sell	12,581 -1,278	-9%	-$94.1K	0.51%	31
2025 Q2	$1.02M	Buy	13,859 +248	+2%	+$18K	0.66%	20
2025 Q1	$1,000K	Buy	13,611 +458	+3%	+$33.2K	0.77%	18
2024 Q4	$946K	Sell	13,153 -777	-6%	-$56.8K	0.72%	25
2024 Q3	$1.05M	Sell	13,930 -156	-1%	-$11.5K	0.81%	22
2024 Q2	$1.01M	Buy	14,086 +300	+2%	+$21.5K	0.87%	21
2024 Q1	$1M	Sell	13,786 -1,150	-8%	-$83.5K	0.93%	19
2023 Q4	$1.1M	Buy	+14,936	New	+$1.05M	1.19%	18

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

Sharp Financial Services's BND Position: Q2 2026 in Review

Sharp Financial Services increased its Vanguard Total Bond Market (BND) stake by 13% in Q2 2026, buying an estimated $113K and bringing the position to 13,418 shares worth $985K. The position accounts for 0.46% of the portfolio, ranked #33.

Sharp Financial Services first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q4 2023. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Sharp Financial Services held 13,418 shares of Vanguard Total Bond Market worth $985K as of Q2 2026.
Sharp Financial Services bought 1,534 Vanguard Total Bond Market shares in Q2 2026, an estimated $113K.
Vanguard Total Bond Market made up 0.46% of Sharp Financial Services's portfolio in Q2 2026, its #33 holding.
Sharp Financial Services first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
Sharp Financial Services's Vanguard Total Bond Market position peaked at $1.1M in Q4 2023.
1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.