Stage Harbor Financial
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Stage Harbor Financial’s Vanguard Total Bond Market BND Stock Holding History

Stage Harbor Financial’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 		$1.82M Sell
25,902
-1,263
-5% -$91K 1.03% 19
2026
Q2 		$1.99M Sell
27,165
-363
-1% -$26.6K 1.15% 18
2026
Q1 		$2.03M Sell
27,528
-1,038
-4% -$77K 1.34% 18
2025
Q4 		$2.12M Sell
28,566
-1,245
-4% -$92.7K 1.43% 17
2025
Q3 		$2.22M Sell
29,811
-565
-2% -$41.6K 1.62% 16
2025
Q2 		$2.24M Sell
30,376
-3,546
-10% -$258K 1.82% 15
2025
Q1 		$2.49M Sell
33,922
-217
-0.6% -$15.7K 2.11% 14
2024
Q4 		$2.45M Buy
34,139
+3,006
+10% +$220K 2.14% 13
2024
Q3 		$2.3M Hold
31,133
– – 2.09% 13
2024
Q2 		$2.24M Hold
31,133
– – 2.17% 14
2024
Q1 		$2.26M Sell
31,133
-5,973
-16% -$433K 2.06% 16
2023
Q4 		$2.73M Buy
+37,106
New +$2.62M 2.63% 15

Other funds holding BND

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Stage Harbor Financial's BND Position: Q3 2026 in Review

Stage Harbor Financial reduced its Vanguard Total Bond Market (BND) stake by 4.6% in Q3 2026, selling an estimated $91K and leaving 25,902 shares worth $1.82M. The position accounts for 1.03% of the portfolio, ranked #19.

Stage Harbor Financial first reported a position in BND in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.73M in Q4 2023. 1,233 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Stage Harbor Financial held 25,902 shares of Vanguard Total Bond Market worth $1.82M as of Q3 2026.
  • Stage Harbor Financial sold 1,263 Vanguard Total Bond Market shares in Q3 2026, an estimated $91K.
  • Vanguard Total Bond Market made up 1.03% of Stage Harbor Financial's portfolio in Q3 2026, its #19 holding.
  • Stage Harbor Financial first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 12 quarters since.
  • Stage Harbor Financial's Vanguard Total Bond Market position peaked at $2.73M in Q4 2023.
  • 1,233 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Stage Harbor Financial's 13F filing for Q3 2026, filed 3 Nov 2026.