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

Strategic 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 		$1.18M Sell
16,124
-73,919
-82% -$5.42M 0.62% 26
2026
Q1 		$2.97M Buy
90,043
+70,451
+360% +$5.23M 1.74% 16
2025
Q4 		$1.45M Sell
19,592
-113
-0.6% -$8.41K 0.83% 23
2025
Q3 		$1.47M Buy
19,705
+2,250
+13% +$166K 0.85% 22
2025
Q2 		$1.29M Buy
17,455
+1,040
+6% +$75.6K 0.8% 24
2025
Q1 		$1.21M Buy
16,415
+104
+0.6% +$7.55K 0.83% 23
2024
Q4 		$1.17M Buy
16,311
+289
+2% +$21.1K 0.8% 23
2024
Q3 		$1.2M Buy
16,022
+1,081
+7% +$80K 0.8% 23
2024
Q2 		$1.08M Buy
14,941
+2,741
+22% +$196K 0.78% 22
2024
Q1 		$886K Sell
12,200
-3,182
-21% -$231K 0.66% 24
2023
Q4 		$1.13M Sell
15,382
-4,397
-22% -$310K 0.88% 22
2023
Q3 		$1.38M Buy
19,779
+1,291
+7% +$92.2K 1.27% 19
2023
Q2 		$1.34M Sell
18,488
-4,410
-19% -$323K 1.19% 20
2023
Q1 		$1.69M Sell
22,898
-374
-2% -$27.4K 1.54% 18
2022
Q4 		$1.67M Buy
23,272
+2,891
+14% +$207K 1.62% 18
2022
Q3 		$1.45M Sell
20,381
-3,056
-13% -$229K 1.51% 17
2022
Q2 		$1.76M Buy
23,437
+2,569
+12% +$196K 1.7% 17
2022
Q1 		$1.66M Sell
20,868
-2,112
-9% -$173K 1.38% 18
2021
Q4 		$1.95M Sell
22,980
-709
-3% -$60.4K 1.4% 18
2021
Q3 		$2.02M Buy
23,689
+289
+1% +$24.9K 1.48% 17
2021
Q2 		$2.01M Buy
23,400
+340
+1% +$29K 1.45% 17
2021
Q1 		$1.95M Buy
23,060
+7,243
+46% +$625K 1.46% 17
2020
Q4 		$1.4M Buy
15,817
+338
+2% +$29.7K 1.22% 19
2020
Q3 		$1.36M Sell
15,479
-1,490
-9% -$132K 1.42% 19
2020
Q2 		$1.5M Sell
16,969
-1,075
-6% -$94K 1.67% 16
2020
Q1 		$1.54M Sell
18,044
-2,449
-12% -$208K 2.04% 13
2019
Q4 		$1.72M Buy
+20,493
New +$1.72M 1.67% 16

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

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

Strategic Financial Planning reduced its Vanguard Total Bond Market (BND) stake by 82% in Q2 2026, selling an estimated $5.42M and leaving 16,124 shares worth $1.18M. The position accounts for 0.62% of the portfolio, ranked #26.

Strategic Financial Planning first reported a position in BND in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.97M in Q1 2026. 1,813 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Strategic Financial Planning held 16,124 shares of Vanguard Total Bond Market worth $1.18M as of Q2 2026.
  • Strategic Financial Planning sold 73,919 Vanguard Total Bond Market shares in Q2 2026, an estimated $5.42M.
  • Vanguard Total Bond Market made up 0.62% of Strategic Financial Planning's portfolio in Q2 2026, its #26 holding.
  • Strategic Financial Planning first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 27 quarters since.
  • Strategic Financial Planning's Vanguard Total Bond Market position peaked at $2.97M in Q1 2026.
  • 1,813 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.