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Stone Summit Wealth’s Vanguard Total Bond Market BND Stock Holding History

Stone Summit Wealth’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 		– Sell
-3,007
Closed -$221K – 145
2026
Q1 		$221K Sell
3,007
-5,891
-66% -$437K 0.06% 140
2025
Q4 		$659K Sell
8,898
-13,378
-60% -$996K 0.18% 82
2025
Q3 		$1.66M Sell
22,276
-41,950
-65% -$3.09M 0.47% 58
2025
Q2 		$4.73M Sell
64,226
-94
-0.1% -$6.84K 1.47% 17
2025
Q1 		$4.72M Buy
64,320
+6,221
+11% +$451K 1.6% 14
2024
Q4 		$4.18M Sell
58,099
-2,463
-4% -$180K 1.4% 22
2024
Q3 		$4.55M Buy
60,562
+6,270
+12% +$464K 1.47% 19
2024
Q2 		$3.91M Buy
54,292
+5,449
+11% +$390K 1.4% 21
2024
Q1 		$3.55M Buy
48,843
+9,397
+24% +$682K 1.23% 24
2023
Q4 		$2.9M Buy
39,446
+7,170
+22% +$506K 1.11% 27
2023
Q3 		$2.25M Sell
32,276
-4,017
-11% -$287K 0.97% 34
2023
Q2 		$2.64M Buy
36,293
+1,128
+3% +$82.6K 1.09% 27
2023
Q1 		$2.6M Buy
35,165
+7,311
+26% +$535K 1.15% 27
2022
Q4 		$2M Buy
27,854
+4,493
+19% +$322K 0.98% 33
2022
Q3 		$1.67M Buy
23,361
+4,240
+22% +$317K 1.02% 33
2022
Q2 		$1.44M Buy
19,121
+4,414
+30% +$336K 0.86% 41
2022
Q1 		$1.17M Buy
14,707
+147
+1% +$12K 0.65% 49
2021
Q4 		$1.23M Buy
+14,560
New +$1.24M 1% 39

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 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Stone Summit Wealth's BND Position: Q2 2026 in Review

Stone Summit Wealth sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 3,007 shares — an estimated $221K sold.

Stone Summit Wealth first reported a position in BND in Q4 2021 and held it in 18 quarters. The position peaked at $4.73M in Q2 2025. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Stone Summit Wealth reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
  • Stone Summit Wealth sold 3,007 Vanguard Total Bond Market shares in Q2 2026, an estimated $221K.
  • Stone Summit Wealth first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 18 quarters.
  • Stone Summit Wealth's Vanguard Total Bond Market position peaked at $4.73M in Q2 2025.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.