SilverOak Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

SilverOak Wealth Management’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	$1.35M	Buy	18,355 +2,760	+18%	+$203K	0.17%	52
2026 Q1	$1.15M	Buy	15,595 +1,114	+8%	+$82.6K	0.18%	49
2025 Q4	$1.07M	Buy	14,481 +938	+7%	+$69.8K	0.17%	49
2025 Q3	$1.01M	Buy	13,543 +555	+4%	+$40.9K	0.17%	47
2025 Q2	$956K	Buy	12,988 +308	+2%	+$22.4K	0.18%	48
2025 Q1	$931K	Sell	12,680 -31	-0.2%	-$2.25K	0.2%	44
2024 Q4	$914K	Buy	12,711 +1,800	+16%	+$132K	0.2%	44
2024 Q3	$820K	Buy	10,911 +158	+1%	+$11.7K	0.18%	46
2024 Q2	$775K	Sell	10,753 -298	-3%	-$21.3K	0.19%	46
2024 Q1	$803K	Buy	11,051 +949	+9%	+$68.9K	0.2%	45
2023 Q4	$743K	Buy	+10,102	New	+$713K	0.2%	44

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

SilverOak Wealth Management's BND Position: Q2 2026 in Review

SilverOak Wealth Management increased its Vanguard Total Bond Market (BND) stake by 18% in Q2 2026, buying an estimated $203K and bringing the position to 18,355 shares worth $1.35M. The position accounts for 0.17% of the portfolio, ranked #52.

SilverOak Wealth Management first reported a position in BND in Q4 2023 and has held it in 11 quarters since. 1,817 funds tracked by Wall St. Rank hold BND as of Q2 2026.

SilverOak Wealth Management held 18,355 shares of Vanguard Total Bond Market worth $1.35M as of Q2 2026.
SilverOak Wealth Management bought 2,760 Vanguard Total Bond Market shares in Q2 2026, an estimated $203K.
Vanguard Total Bond Market made up 0.17% of SilverOak Wealth Management's portfolio in Q2 2026, its #52 holding.
SilverOak Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
1,817 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.