SIM
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Sims Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Sims Investment 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
Q3 		$635K Buy
9,049
+8
+0.1% +$577 0.2% 25
2026
Q2 		$664K Sell
9,041
-605
-6% -$44.4K 0.21% 27
2026
Q1 		$710K Sell
9,646
-3
-0% -$223 0.26% 24
2025
Q4 		$715K Sell
9,649
-487
-5% -$36.2K 0.25% 26
2025
Q3 		$754K Sell
10,136
-3,437
-25% -$253K 0.27% 25
2025
Q2 		$999K Buy
13,573
+846
+7% +$61.5K 0.4% 20
2025
Q1 		$935K Buy
12,727
+7,305
+135% +$530K 0.42% 20
2024
Q4 		$390K Buy
+5,422
New +$396K 0.22% 27

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
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return
NOI
Newton One Investments Newark, Delaware $392M AUM 8.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sims Investment Management's BND Position: Q3 2026 in Review

Sims Investment Management increased its Vanguard Total Bond Market (BND) stake by 0.09% in Q3 2026, buying an estimated $577 and bringing the position to 9,049 shares worth $635K. The position accounts for 0.2% of the portfolio, ranked #25.

Sims Investment Management first reported a position in BND in Q4 2024 and has held it in 8 quarters since. The position peaked at $999K in Q2 2025. 249 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Sims Investment Management held 9,049 shares of Vanguard Total Bond Market worth $635K as of Q3 2026.
  • Sims Investment Management bought 8 Vanguard Total Bond Market shares in Q3 2026, an estimated $577.
  • Vanguard Total Bond Market made up 0.2% of Sims Investment Management's portfolio in Q3 2026, its #25 holding.
  • Sims Investment Management first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 8 quarters since.
  • Sims Investment Management's Vanguard Total Bond Market position peaked at $999K in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.