Straight Path Wealth Management
BND icon

Straight Path Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Straight Path Wealth Management’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 		$5.14M Buy
73,275
+9,198
+14% +$663K 1.14% 16
2026
Q2 		$4.7M Buy
64,077
+34,083
+114% +$2.5M 1.1% 15
2026
Q1 		$2.21M Buy
29,994
+190
+0.6% +$14.1K 0.59% 24
2025
Q4 		$2.21M Buy
29,804
+383
+1% +$28.5K 0.6% 24
2025
Q3 		$2.19M Buy
29,421
+284
+1% +$20.9K 0.59% 26
2025
Q2 		$2.15M Buy
29,137
+283
+1% +$20.6K 0.73% 22
2025
Q1 		$2.12M Sell
28,854
-325
-1% -$23.6K 0.86% 18
2024
Q4 		$2.1M Buy
29,179
+554
+2% +$40.5K 0.83% 17
2024
Q3 		$2.15M Buy
28,625
+259
+0.9% +$19.2K 0.93% 15
2024
Q2 		$2.04M Buy
28,366
+4,801
+20% +$344K 1.05% 15
2024
Q1 		$1.71M Buy
23,565
+176
+0.8% +$12.8K 0.96% 16
2023
Q4 		$1.72M Buy
23,389
+219
+0.9% +$15.5K 1.01% 15
2023
Q3 		$1.62M Buy
23,170
+185
+0.8% +$13.2K 1.1% 15
2023
Q2 		$1.67M Sell
22,985
-346
-1% -$25.3K 1.15% 15
2023
Q1 		$1.72M Buy
23,331
+66
+0.3% +$4.83K 1.37% 16
2022
Q4 		$1.67M Buy
23,265
+121
+0.5% +$8.67K 1.6% 15
2022
Q3 		$1.65M Buy
23,144
+139
+0.6% +$10.4K 1.48% 15
2022
Q2 		$1.73M Buy
23,005
+145
+0.6% +$11K 1.7% 15
2022
Q1 		$1.82M Buy
22,860
+2,320
+11% +$190K 1.54% 16
2021
Q4 		$1.74M Buy
+20,540
New +$1.75M 1.52% 13

Other funds holding BND

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Straight Path Wealth Management's BND Position: Q3 2026 in Review

Straight Path Wealth Management increased its Vanguard Total Bond Market (BND) stake by 14% in Q3 2026, buying an estimated $663K and bringing the position to 73,275 shares worth $5.14M. The position accounts for 1.14% of the portfolio, ranked #16.

Straight Path Wealth Management first reported a position in BND in Q4 2021 and has held it in 20 quarters since. 626 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Straight Path Wealth Management held 73,275 shares of Vanguard Total Bond Market worth $5.14M as of Q3 2026.
  • Straight Path Wealth Management bought 9,198 Vanguard Total Bond Market shares in Q3 2026, an estimated $663K.
  • Vanguard Total Bond Market made up 1.14% of Straight Path Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Straight Path Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 20 quarters since.
  • 626 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.