Sound Stewardship’s Vanguard Total Bond Market BND Stock Holding History

Sound Stewardship’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	$33.7M	Buy	458,601 +17,183	+4%	+$1.26M	13.89%	1
2026 Q1	$32.5M	Buy	441,418 +23,354	+6%	+$1.73M	14.89%	1
2025 Q4	$31M	Buy	418,064 +19,135	+5%	+$1.42M	14.84%	1
2025 Q3	$29.7M	Buy	398,929 +14,443	+4%	+$1.06M	14.24%	1
2025 Q2	$28.3M	Buy	384,486 +13,230	+4%	+$962K	14.6%	1
2025 Q1	$27.3M	Buy	371,256 +18,174	+5%	+$1.32M	15.54%	1
2024 Q4	$25.4M	Buy	353,082 +7,317	+2%	+$535K	15.09%	1
2024 Q3	$26M	Buy	345,765 +18,936	+6%	+$1.4M	14.58%	1
2024 Q2	$23.5M	Buy	326,829 +7,283	+2%	+$522K	14.31%	1
2024 Q1	$23.2M	Buy	319,546 +239,408	+299%	+$17.4M	14.08%	1
2023 Q4	$5.89M	Buy	80,138 +33,511	+72%	+$2.37M	3.9%	9
2023 Q3	$3.25M	Buy	46,627 +1,905	+4%	+$136K	2.18%	19
2023 Q2	$3.25M	Sell	44,722 -571	-1%	-$41.8K	2.14%	20
2023 Q1	$3.34M	Buy	45,293 +3,166	+8%	+$232K	2.25%	19
2022 Q4	$3.03M	Buy	+42,127	New	+$3.02M	2.24%	19

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

Sound Stewardship's BND Position: Q2 2026 in Review

Sound Stewardship increased its Vanguard Total Bond Market (BND) stake by 3.9% in Q2 2026, buying an estimated $1.26M and bringing the position to 458,601 shares worth $33.7M. The position accounts for 13.89% of the portfolio, ranked #1.

Sound Stewardship first reported a position in BND in Q4 2022 and has held it in 15 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Sound Stewardship held 458,601 shares of Vanguard Total Bond Market worth $33.7M as of Q2 2026.
Sound Stewardship bought 17,183 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.26M.
Vanguard Total Bond Market made up 13.89% of Sound Stewardship's portfolio in Q2 2026, its #1 holding.
Sound Stewardship first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 15 quarters since.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.