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Steel Grove Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

Steel Grove Capital 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
Q2 		$3.19M Hold
43,416
– – 0.3% 31
2026
Q1 		$3.2M Buy
43,416
+3,800
+10% +$282K 0.34% 31
2025
Q4 		$2.93M Buy
39,616
+15,728
+66% +$1.17M 0.3% 36
2025
Q3 		$1.76M Hold
23,888
– – 0.21% 69
2025
Q2 		$1.76M Buy
23,888
+2,395
+11% +$174K 0.21% 69
2025
Q1 		$1.58M Sell
21,493
-2,239
-9% -$162K 0.24% 65
2024
Q4 		$1.71M Sell
23,732
-2,382
-9% -$174K 0.23% 58
2024
Q3 		$1.97M Buy
26,114
+1,202
+5% +$89K 0.28% 47
2024
Q2 		$1.79M Sell
24,912
-2,772
-10% -$199K 0.25% 50
2024
Q1 		$2.01M Sell
27,684
-6,285
-19% -$456K 0.27% 48
2023
Q4 		$2.5M Sell
33,969
-23,666
-41% -$1.67M 0.34% 35
2023
Q3 		$4.02M Sell
57,635
-5,701
-9% -$407K 0.54% 25
2023
Q2 		$4.6M Sell
63,336
-11,491
-15% -$842K 0.58% 23
2023
Q1 		$5.52M Sell
74,827
-7,076
-9% -$518K 0.74% 18
2022
Q4 		$5.88M Buy
+81,903
New +$5.87M 0.84% 18
2018
Q3 		– Sell
-10,154
Closed -$804K – 312
2018
Q2 		$804K Sell
10,154
-1,156
-10% -$91.4K 0.13% 140
2018
Q1 		$904K Hold
11,310
– – 0.14% 140
2017
Q4 		$923K Hold
11,310
– – 0.14% 135
2017
Q3 		$927K Sell
11,310
-130
-1% -$10.7K 0.17% 112
2017
Q2 		$936K Buy
11,440
+30
+0.3% +$2.45K 0.17% 116
2017
Q1 		$925K Hold
11,410
– – 0.16% 117
2016
Q4 		$922K Buy
11,410
+419
+4% +$34.3K 0.18% 102
2016
Q3 		$925K Buy
10,991
+100
+0.9% +$8.42K 0.21% 79
2016
Q2 		$918K Buy
+10,891
New +$905K 0.23% 76

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

Steel Grove Capital Advisors's BND Position: Q2 2026 in Review

Steel Grove Capital Advisors held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 43,416 shares worth $3.19M. The position accounts for 0.3% of the portfolio, ranked #31.

Steel Grove Capital Advisors first reported a position in BND in Q2 2016 and has held it in 24 quarters since. The position peaked at $5.88M in Q4 2022. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Steel Grove Capital Advisors held 43,416 shares of Vanguard Total Bond Market worth $3.19M as of Q2 2026.
  • Steel Grove Capital Advisors left its Vanguard Total Bond Market share count unchanged in Q2 2026.
  • Vanguard Total Bond Market made up 0.3% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #31 holding.
  • Steel Grove Capital Advisors first reported a position in Vanguard Total Bond Market in Q2 2016 and has held it in 24 quarters since.
  • Steel Grove Capital Advisors's Vanguard Total Bond Market position peaked at $5.88M in Q4 2022.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.