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Spinnaker Investment Group’s Vanguard Total Bond Market BND Stock Holding History

Spinnaker Investment Group’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 		$234K Buy
+3,188
New +$234K 0.04% 155
2026
Q1 		– Sell
-2,914
Closed -$216K – 153
2025
Q4 		$216K Hold
2,914
– – 0.04% 158
2025
Q3 		$217K Buy
+2,914
New +$215K 0.04% 146

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

Spinnaker Investment Group's BND Position: Q2 2026 in Review

Spinnaker Investment Group opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 3,188 shares worth $234K. The stake represents 0.04% of the portfolio and ranks #155 among its holdings. This is a return to the name: Spinnaker Investment Group previously reported a position in BND as recently as Q4 2025.

Spinnaker Investment Group first reported a position in BND in Q3 2025 and has held it in 3 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Spinnaker Investment Group held 3,188 shares of Vanguard Total Bond Market worth $234K as of Q2 2026.
  • Vanguard Total Bond Market was a new Spinnaker Investment Group position in Q2 2026.
  • Vanguard Total Bond Market made up 0.04% of Spinnaker Investment Group's portfolio in Q2 2026, its #155 holding.
  • Spinnaker Investment Group first reported a position in Vanguard Total Bond Market in Q3 2025 and has held it in 3 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.