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Summit Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Summit Asset 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
Q2 		$437K Buy
5,949
+1,660
+39% +$122K 0.06% 124
2026
Q1 		$316K Buy
4,289
+467
+12% +$34.6K 0.04% 143
2025
Q4 		$283K Sell
3,822
-417
-10% -$31K 0.04% 144
2025
Q3 		$315K Sell
4,239
-1,114
-21% -$82K 0.05% 136
2025
Q2 		$394K Hold
5,353
– – 0.06% 118
2025
Q1 		$393K Sell
5,353
-389
-7% -$28.2K 0.07% 118
2024
Q4 		$413K Buy
+5,742
New +$420K 0.07% 113

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

Summit Asset Management's BND Position: Q2 2026 in Review

Summit Asset Management increased its Vanguard Total Bond Market (BND) stake by 39% in Q2 2026, buying an estimated $122K and bringing the position to 5,949 shares worth $437K. The position accounts for 0.06% of the portfolio, ranked #124.

Summit Asset Management first reported a position in BND in Q4 2024 and has held it in 7 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Summit Asset Management held 5,949 shares of Vanguard Total Bond Market worth $437K as of Q2 2026.
  • Summit Asset Management bought 1,660 Vanguard Total Bond Market shares in Q2 2026, an estimated $122K.
  • Vanguard Total Bond Market made up 0.06% of Summit Asset Management's portfolio in Q2 2026, its #124 holding.
  • Summit Asset Management first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.