SFS
BND icon

Sowell Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Sowell Financial Services’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 		$7.55M Buy
102,811
+94
+0.1% +$6.9K 0.25% 86
2026
Q1 		$7.56M Buy
102,717
+2,385
+2% +$177K 0.28% 69
2025
Q4 		$7.43M Buy
100,332
+12,013
+14% +$894K 0.27% 71
2025
Q3 		$6.57M Buy
88,319
+4,007
+5% +$295K 0.25% 81
2025
Q2 		$6.21M Sell
84,312
-7,049
-8% -$513K 0.25% 85
2025
Q1 		$6.71M Sell
91,361
-7,766
-8% -$564K 0.31% 67
2024
Q4 		$7.13M Buy
99,127
+13,023
+15% +$952K 0.37% 56
2024
Q3 		$6.47M Buy
86,104
+37,998
+79% +$2.81M 0.3% 79
2024
Q2 		$3.47M Buy
48,106
+4,581
+11% +$328K 0.17% 141
2024
Q1 		$3.16M Buy
43,525
+4,738
+12% +$344K 0.15% 156
2023
Q4 		$2.85M Buy
38,787
+2,912
+8% +$206K 0.15% 155
2023
Q3 		$2.5M Sell
35,875
-10,691
-23% -$763K 0.16% 153
2023
Q2 		$3.38M Sell
46,566
-23,378
-33% -$1.71M 0.19% 125
2023
Q1 		$5.16M Sell
69,944
-19,343
-22% -$1.42M 0.4% 51
2022
Q4 		$6.41M Buy
89,287
+17,714
+25% +$1.27M 0.42% 51
2022
Q3 		$5.11M Sell
71,573
-133,416
-65% -$9.98M 0.51% 45
2022
Q2 		$15.7M Buy
+204,989
New +$15.6M 1.45% 9
2022
Q1 		– Sell
-61,637
Closed -$5.22M – 202
2021
Q4 		$5.22M Sell
61,637
-11,167
-15% -$951K 0.3% 72
2021
Q3 		$6.22M Buy
72,804
+1,939
+3% +$167K 0.42% 52
2021
Q2 		$6.09M Sell
70,865
-529,349
-88% -$45.2M 0.4% 60
2021
Q1 		$51.2M Buy
600,214
+93,757
+19% +$8.09M 1.78% 6
2020
Q4 		$44.7M Buy
506,457
+37,984
+8% +$3.34M 1.91% 6
2020
Q3 		$41.3M Buy
468,473
+63,954
+16% +$5.67M 2.06% 5
2020
Q2 		$35.7M Buy
404,519
+195,481
+94% +$17.1M 1.96% 5
2020
Q1 		$17.8M Buy
209,038
+187,129
+854% +$15.9M 1.32% 7
2019
Q4 		$1.84M Buy
21,909
+11,918
+119% +$1M 0.14% 161
2019
Q3 		$844K Buy
+9,991
New +$838K 0.07% 279
2019
Q1 		$678K Buy
8,351
+882
+12% +$70.4K 0.08% 265
2018
Q4 		$592K Buy
+7,469
New +$584K 0.08% 244
2018
Q3 		– Sell
-8,290
Closed -$657K – 373
2018
Q2 		$657K Sell
8,290
-112
-1% -$8.85K 0.14% 140
2018
Q1 		$662K Buy
8,402
+2,216
+36% +$177K 0.17% 129
2017
Q4 		$500K Buy
6,186
+2,493
+68% +$204K 0.12% 157
2017
Q3 		$302K Buy
3,693
+378
+11% +$31K 0.08% 197
2017
Q2 		$271K Buy
3,315
+725
+28% +$59.2K 0.08% 203
2017
Q1 		$212K Buy
2,590
+380
+17% +$30.7K 0.06% 232
2016
Q4 		$178K Buy
+2,210
New +$181K 0.06% 202

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Sowell Financial Services's BND Position: Q2 2026 in Review

Sowell Financial Services increased its Vanguard Total Bond Market (BND) stake by 0.09% in Q2 2026, buying an estimated $6.9K and bringing the position to 102,811 shares worth $7.55M. The position accounts for 0.25% of the portfolio, ranked #86.

Sowell Financial Services first reported a position in BND in Q4 2016 and has held it in 36 quarters since. The position peaked at $51.2M in Q1 2021. 1,816 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Sowell Financial Services held 102,811 shares of Vanguard Total Bond Market worth $7.55M as of Q2 2026.
  • Sowell Financial Services bought 94 Vanguard Total Bond Market shares in Q2 2026, an estimated $6.9K.
  • Vanguard Total Bond Market made up 0.25% of Sowell Financial Services's portfolio in Q2 2026, its #86 holding.
  • Sowell Financial Services first reported a position in Vanguard Total Bond Market in Q4 2016 and has held it in 36 quarters since.
  • Sowell Financial Services's Vanguard Total Bond Market position peaked at $51.2M in Q1 2021.
  • 1,816 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.