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Silver Oak Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

Silver Oak Advisory 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
Q1 		$46.4M Buy
630,752
+36,998
+6% +$2.74M 20.03% 1
2025
Q4 		$44M Buy
593,754
+8,490
+1% +$632K 19.88% 1
2025
Q3 		$43.5M Buy
585,264
+23,573
+4% +$1.74M 19.69% 1
2025
Q2 		$41.4M Buy
561,691
+16,086
+3% +$1.17M 20.04% 1
2025
Q1 		$40.1M Buy
545,605
+2,950
+0.5% +$214K 21.28% 1
2024
Q4 		$39M Buy
542,655
+14,890
+3% +$1.09M 20.64% 1
2024
Q3 		$39.6M Buy
527,765
+11,359
+2% +$841K 20.33% 1
2024
Q2 		$37.2M Buy
516,406
+15,316
+3% +$1.1M 20.66% 1
2024
Q1 		$36.4M Buy
501,090
+21,707
+5% +$1.58M 20.43% 1
2023
Q4 		$35.3M Sell
479,383
-12,946
-3% -$914K 20.71% 1
2023
Q3 		$34.4M Buy
492,329
+11,667
+2% +$833K 22.25% 1
2023
Q2 		$34.9M Buy
480,662
+6,487
+1% +$475K 22.84% 1
2023
Q1 		$35M Buy
474,175
+10,957
+2% +$802K 23.53% 1
2022
Q4 		$33.3M Buy
463,218
+8,442
+2% +$605K 23.46% 1
2022
Q3 		$32.4M Sell
454,776
-7,582
-2% -$567K 24.32% 1
2022
Q2 		$34.8M Buy
462,358
+8,396
+2% +$639K 24.66% 1
2022
Q1 		$36.1M Buy
453,962
+6,755
+2% +$552K 23.56% 1
2021
Q4 		$37.9M Buy
+447,207
New +$38.1M 23.99% 1

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Silver Oak Advisory Group's BND Position: Q1 2026 in Review

Silver Oak Advisory Group increased its Vanguard Total Bond Market (BND) stake by 6.2% in Q1 2026, buying an estimated $2.74M and bringing the position to 630,752 shares worth $46.4M. The position accounts for 20.03% of the portfolio, ranked #1.

Silver Oak Advisory Group first reported a position in BND in Q4 2021 and has held it in 18 quarters since. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Silver Oak Advisory Group held 630,752 shares of Vanguard Total Bond Market worth $46.4M as of Q1 2026.
  • Silver Oak Advisory Group bought 36,998 Vanguard Total Bond Market shares in Q1 2026, an estimated $2.74M.
  • Vanguard Total Bond Market made up 20.03% of Silver Oak Advisory Group's portfolio in Q1 2026, its #1 holding.
  • Silver Oak Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 18 quarters since.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.