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Sterling Financial Planning’s Vanguard Total Bond Market BND Stock Holding History

Sterling Financial Planning’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 		$235K Buy
3,207
+324
+11% +$23.8K 0.06% 114
2026
Q1 		$212K Sell
2,883
-4,986
-63% -$370K 0.06% 112
2025
Q4 		$583K Buy
7,869
+575
+8% +$42.8K 0.18% 67
2025
Q3 		$542K Sell
7,294
-590
-7% -$43.4K 0.17% 69
2025
Q2 		$580K Sell
7,884
-202
-2% -$14.7K 0.19% 65
2025
Q1 		$594K Buy
8,086
+19
+0.2% +$1.38K 0.22% 64
2024
Q4 		$580K Buy
8,067
+983
+14% +$71.9K 0.21% 64
2024
Q3 		$532K Hold
7,084
– – 0.2% 70
2024
Q2 		$510K Sell
7,084
-7,931
-53% -$568K 0.21% 65
2024
Q1 		$1.09M Sell
15,015
-4,667
-24% -$339K 0.44% 50
2023
Q4 		$1.45M Buy
19,682
+12,811
+186% +$904K 0.63% 42
2023
Q3 		$479K Buy
6,871
+138
+2% +$9.85K 0.25% 62
2023
Q2 		$489K Buy
6,733
+396
+6% +$29K 0.24% 63
2023
Q1 		$468K Sell
6,337
-4,454
-41% -$326K 0.25% 64
2022
Q4 		$775K Buy
+10,791
New +$773K 0.46% 45
2021
Q4 		– Sell
-127
Closed -$11K – 137
2021
Q3 		$11K Hold
127
– – 0.01% 309
2021
Q2 		$11K Buy
127
+1
+0.8% +$85 0.01% 291
2021
Q1 		$11K Hold
126
– – 0.01% 270
2020
Q4 		$11K Buy
+126
New +$11.1K 0.01% 251

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

Sterling Financial Planning's BND Position: Q2 2026 in Review

Sterling Financial Planning increased its Vanguard Total Bond Market (BND) stake by 11% in Q2 2026, buying an estimated $23.8K and bringing the position to 3,207 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #114.

Sterling Financial Planning first reported a position in BND in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.45M in Q4 2023. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Sterling Financial Planning held 3,207 shares of Vanguard Total Bond Market worth $235K as of Q2 2026.
  • Sterling Financial Planning bought 324 Vanguard Total Bond Market shares in Q2 2026, an estimated $23.8K.
  • Vanguard Total Bond Market made up 0.06% of Sterling Financial Planning's portfolio in Q2 2026, its #114 holding.
  • Sterling Financial Planning first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 19 quarters since.
  • Sterling Financial Planning's Vanguard Total Bond Market position peaked at $1.45M in Q4 2023.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.