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Simplicity Wealth’s Vanguard Total Bond Market BND Stock Holding History

Simplicity Wealth’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 		$5.13M Buy
69,630
+11,322
+19% +$840K 0.29% 82
2025
Q4 		$4.32M Buy
58,308
+11,269
+24% +$839K 0.26% 89
2025
Q3 		$3.5M Sell
47,039
-10,004
-18% -$737K 0.2% 115
2025
Q2 		$4.2M Buy
57,043
+38,793
+213% +$2.82M 0.17% 130
2025
Q1 		$1.34M Buy
18,250
+13,060
+252% +$948K 0.1% 202
2024
Q4 		$373K Sell
5,190
-3,548
-41% -$259K 0.08% 202
2024
Q3 		$656K Sell
8,738
-83,186
-90% -$6.16M 0.06% 252
2024
Q2 		$6.62M Sell
91,924
-309
-0.3% -$22.1K 0.15% 142
2024
Q1 		$6.7M Buy
92,233
+87,561
+1,874% +$6.35M 0.16% 130
2023
Q4 		$344K Sell
4,672
-412
-8% -$29.1K 0.13% 130
2023
Q3 		$355K Buy
+5,084
New +$363K 0.21% 55
2023
Q1 		– Sell
-3,454
Closed -$248K – 70
2022
Q4 		$248K Buy
+3,454
New +$247K 0.22% 59

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

Simplicity Wealth's BND Position: Q1 2026 in Review

Simplicity Wealth increased its Vanguard Total Bond Market (BND) stake by 19% in Q1 2026, buying an estimated $840K and bringing the position to 69,630 shares worth $5.13M. The position accounts for 0.29% of the portfolio, ranked #82.

Simplicity Wealth first reported a position in BND in Q4 2022 and has held it in 12 quarters since. The position peaked at $6.7M in Q1 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Simplicity Wealth held 69,630 shares of Vanguard Total Bond Market worth $5.13M as of Q1 2026.
  • Simplicity Wealth bought 11,322 Vanguard Total Bond Market shares in Q1 2026, an estimated $840K.
  • Vanguard Total Bond Market made up 0.29% of Simplicity Wealth's portfolio in Q1 2026, its #82 holding.
  • Simplicity Wealth first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 12 quarters since.
  • Simplicity Wealth's Vanguard Total Bond Market position peaked at $6.7M in Q1 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.