Souders Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Souders Financial Advisors’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	$11.3M	Sell	153,871 -2,788	-2%	-$207K	1.29%	22
2025 Q4	$11.6M	Buy	156,659 +1,619	+1%	+$120K	1.33%	22
2025 Q3	$11.5M	Buy	155,040 +4,354	+3%	+$321K	1.37%	21
2025 Q2	$11.1M	Sell	150,686 -1,132	-0.7%	-$82.3K	1.41%	20
2025 Q1	$11.2M	Buy	151,818 +8,427	+6%	+$612K	1.56%	18
2024 Q4	$10.3M	Buy	143,391 +1,286	+0.9%	+$94K	1.44%	18
2024 Q3	$10.7M	Sell	142,105 -603	-0.4%	-$44.6K	1.49%	17
2024 Q2	$10.3M	Buy	142,708 +3,355	+2%	+$240K	1.55%	17
2024 Q1	$10.1M	Buy	139,353 +31,625	+29%	+$2.3M	1.6%	17
2023 Q4	$7.92M	Buy	+107,728	New	+$7.61M	1.36%	20

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Souders Financial Advisors's BND Position: Q1 2026 in Review

Souders Financial Advisors reduced its Vanguard Total Bond Market (BND) stake by 1.8% in Q1 2026, selling an estimated $207K and leaving 153,871 shares worth $11.3M. The position accounts for 1.29% of the portfolio, ranked #22.

Souders Financial Advisors first reported a position in BND in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.6M in Q4 2025. 1,763 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Souders Financial Advisors held 153,871 shares of Vanguard Total Bond Market worth $11.3M as of Q1 2026.
Souders Financial Advisors sold 2,788 Vanguard Total Bond Market shares in Q1 2026, an estimated $207K.
Vanguard Total Bond Market made up 1.29% of Souders Financial Advisors's portfolio in Q1 2026, its #22 holding.
Souders Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
Souders Financial Advisors's Vanguard Total Bond Market position peaked at $11.6M in Q4 2025.
1,763 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.