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Sincerus Advisory’s Vanguard Total Bond Market BND Stock Holding History

Sincerus Advisory’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 		$2.75M Buy
39,207
+18,427
+89% +$1.33M 1.79% 15
2026
Q2 		$1.53M Sell
20,780
-1,101
-5% -$80.8K 1.04% 27
2026
Q1 		$1.61M Buy
21,881
+4,417
+25% +$328K 1.22% 25
2025
Q4 		$1.29M Buy
17,464
+317
+2% +$23.6K 1.04% 29
2025
Q3 		$1.28M Buy
17,147
+157
+0.9% +$11.6K 1.09% 26
2025
Q2 		$1.24M Buy
16,990
+773
+5% +$56.2K 1.17% 27
2025
Q1 		$1.19M Buy
16,217
+548
+3% +$39.8K 1.26% 28
2024
Q4 		$1.13M Buy
+15,669
New +$1.15M 1.21% 28

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
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Sincerus Advisory's BND Position: Q3 2026 in Review

Sincerus Advisory increased its Vanguard Total Bond Market (BND) stake by 89% in Q3 2026, buying an estimated $1.33M and bringing the position to 39,207 shares worth $2.75M. The position accounts for 1.79% of the portfolio, ranked #15.

Sincerus Advisory first reported a position in BND in Q4 2024 and has held it in 8 quarters since. 113 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Sincerus Advisory held 39,207 shares of Vanguard Total Bond Market worth $2.75M as of Q3 2026.
  • Sincerus Advisory bought 18,427 Vanguard Total Bond Market shares in Q3 2026, an estimated $1.33M.
  • Vanguard Total Bond Market made up 1.79% of Sincerus Advisory's portfolio in Q3 2026, its #15 holding.
  • Sincerus Advisory first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 8 quarters since.
  • 113 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.