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Sherry Group’s Vanguard Total Bond Market BND Stock Holding History

Sherry Group’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 		$4.14M Buy
59,035
+411
+0.7% +$29.6K 3.88% 5
2026
Q2 		$4.32M Sell
58,624
-423
-0.7% -$31K 4.22% 5
2026
Q1 		$4.35M Buy
59,047
+175
+0.3% +$13K 4.75% 6
2025
Q4 		$4.37M Buy
+58,872
New +$4.38M 4.58% 5

Other funds holding BND

AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Sherry Group's BND Position: Q3 2026 in Review

Sherry Group increased its Vanguard Total Bond Market (BND) stake by 0.7% in Q3 2026, buying an estimated $29.6K and bringing the position to 59,035 shares worth $4.14M. The position accounts for 3.88% of the portfolio, ranked #5.

Sherry Group first reported a position in BND in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.37M in Q4 2025. 113 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Sherry Group held 59,035 shares of Vanguard Total Bond Market worth $4.14M as of Q3 2026.
  • Sherry Group bought 411 Vanguard Total Bond Market shares in Q3 2026, an estimated $29.6K.
  • Vanguard Total Bond Market made up 3.88% of Sherry Group's portfolio in Q3 2026, its #5 holding.
  • Sherry Group first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 4 quarters since.
  • Sherry Group's Vanguard Total Bond Market position peaked at $4.37M in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.