SOS
BND icon

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

Silver Oak Securities’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 		$14.1M Buy
191,612
+17,824
+10% +$1.31M 0.85% 25
2026
Q1 		$12.8M Sell
173,788
-5,849
-3% -$434K 0.94% 18
2025
Q4 		$13.3M Buy
179,637
+156,260
+668% +$11.6M 0.9% 20
2025
Q3 		$1.74M Sell
23,377
-2,471
-10% -$182K 0.13% 162
2025
Q2 		$1.9M Sell
25,848
-165,349
-86% -$12M 0.15% 147
2025
Q1 		$14M Buy
191,197
+1,075
+0.6% +$78K 1.29% 12
2024
Q4 		$13.7M Buy
190,122
+49,586
+35% +$3.63M 1.27% 12
2024
Q3 		$10.6M Buy
140,536
+42,278
+43% +$3.13M 1.12% 17
2024
Q2 		$7.08M Sell
98,258
-8,403
-8% -$602K 1.06% 23
2024
Q1 		$7.75M Sell
106,661
-19,678
-16% -$1.43M 1.19% 18
2023
Q4 		$9.29M Buy
126,339
+106,433
+535% +$7.51M 1.25% 12
2023
Q3 		$1.39M Sell
19,906
-8,142
-29% -$581K 0.3% 63
2023
Q2 		$2.04M Sell
28,048
-20,674
-42% -$1.51M 0.33% 64
2023
Q1 		$3.6M Buy
48,722
+28,303
+139% +$2.07M 0.59% 36
2022
Q4 		$1.47M Buy
20,419
+513
+3% +$36.7K 0.28% 68
2022
Q3 		$1.39M Sell
19,906
-10,991
-36% -$822K 0.3% 63
2022
Q2 		$2.36M Sell
30,897
-52,231
-63% -$3.98M 0.53% 36
2022
Q1 		$6.45M Buy
+83,128
New +$6.79M 1.31% 10

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

Silver Oak Securities's BND Position: Q2 2026 in Review

Silver Oak Securities increased its Vanguard Total Bond Market (BND) stake by 10% in Q2 2026, buying an estimated $1.31M and bringing the position to 191,612 shares worth $14.1M. The position accounts for 0.85% of the portfolio, ranked #25.

Silver Oak Securities first reported a position in BND in Q1 2022 and has held it in 18 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Silver Oak Securities held 191,612 shares of Vanguard Total Bond Market worth $14.1M as of Q2 2026.
  • Silver Oak Securities bought 17,824 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.31M.
  • Vanguard Total Bond Market made up 0.85% of Silver Oak Securities's portfolio in Q2 2026, its #25 holding.
  • Silver Oak Securities first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 18 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.