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Stephen J. Garry & Associates’s Vanguard Total Bond Market BND Stock Holding History

Stephen J. Garry & Associates’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 		$10.7M Buy
146,210
+6,431
+5% +$472K 7.83% 3
2026
Q1 		$10.3M Buy
139,779
+8,733
+7% +$648K 8.28% 3
2025
Q4 		$9.71M Buy
131,046
+2,694
+2% +$201K 7.7% 4
2025
Q3 		$9.55M Sell
128,352
-564
-0.4% -$41.5K 7.62% 4
2025
Q2 		$9.49M Sell
128,916
-4,977
-4% -$362K 8.2% 4
2025
Q1 		$9.83M Buy
133,893
+6,122
+5% +$444K 9.2% 2
2024
Q4 		$9.19M Buy
127,771
+36,676
+40% +$2.68M 8.48% 2
2024
Q3 		$6.84M Buy
91,095
+14,878
+20% +$1.1M 6.5% 4
2024
Q2 		$5.49M Sell
76,217
-365
-0.5% -$26.1K 5.56% 7
2024
Q1 		$5.56M Buy
76,582
+3,008
+4% +$218K 5.76% 7
2023
Q4 		$5.41M Buy
+73,574
New +$5.19M 5.99% 6

Other funds holding BND

SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Stephen J. Garry & Associates's BND Position: Q2 2026 in Review

Stephen J. Garry & Associates increased its Vanguard Total Bond Market (BND) stake by 4.6% in Q2 2026, buying an estimated $472K and bringing the position to 146,210 shares worth $10.7M. The position accounts for 7.83% of the portfolio, ranked #3.

Stephen J. Garry & Associates first reported a position in BND in Q4 2023 and has held it in 11 quarters since. 635 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Stephen J. Garry & Associates held 146,210 shares of Vanguard Total Bond Market worth $10.7M as of Q2 2026.
  • Stephen J. Garry & Associates bought 6,431 Vanguard Total Bond Market shares in Q2 2026, an estimated $472K.
  • Vanguard Total Bond Market made up 7.83% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #3 holding.
  • Stephen J. Garry & Associates first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • 635 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.