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Summit Financial’s Vanguard Total Bond Market BND Stock Holding History

Summit Financial’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
Q1 		$6.18M Buy
83,986
+12,516
+18% +$929K 0.08% 262
2025
Q4 		$5.29M Sell
71,470
-1,265
-2% -$94.2K 0.08% 247
2025
Q3 		$5.41M Sell
72,735
-215,627
-75% -$15.9M 0.08% 239
2025
Q2 		$21.2M Buy
288,362
+209,187
+264% +$15.2M 0.48% 42
2025
Q1 		$5.82M Sell
79,175
-20,573
-21% -$1.49M 0.16% 123
2024
Q4 		$7.17M Buy
99,748
+7,604
+8% +$556K 0.25% 76
2024
Q3 		$6.92M Sell
92,144
-4,592
-5% -$340K 0.27% 66
2024
Q2 		$6.97M Buy
96,736
+59,656
+161% +$4.27M 0.32% 52
2024
Q1 		$2.69M Sell
37,080
-18,967
-34% -$1.38M 0.16% 84
2023
Q4 		$4.12M Buy
56,047
+11,121
+25% +$785K 0.27% 51
2023
Q3 		$3.13M Sell
44,926
-503
-1% -$35.9K 0.23% 65
2023
Q2 		$3.3M Buy
45,429
+13,755
+43% +$1.01M 0.24% 59
2023
Q1 		$2.34M Buy
31,674
+3,424
+12% +$251K 0.2% 51
2022
Q4 		$2.03M Buy
28,250
+2,292
+9% +$164K 0.19% 60
2022
Q3 		$1.85M Sell
25,958
-1,177
-4% -$88.1K 0.18% 62
2022
Q2 		$2.04M Buy
27,135
+1,825
+7% +$139K 0.19% 53
2022
Q1 		$2.01M Buy
25,310
+2,249
+10% +$184K 0.16% 61
2021
Q4 		$1.95M Sell
23,061
-4,440
-16% -$378K 0.15% 64
2021
Q3 		$2.35M Sell
27,501
-70
-0.3% -$6.04K 0.2% 41
2021
Q2 		$2.37M Buy
27,571
+10,958
+66% +$935K 0.23% 34
2021
Q1 		$1.41M Buy
16,613
+486
+3% +$41.9K 0.19% 23
2020
Q4 		$1.42M Buy
16,127
+1,293
+9% +$114K 0.2% 23
2020
Q3 		$1.31M Buy
14,834
+5,873
+66% +$521K 0.22% 19
2020
Q2 		$792K Sell
8,961
-1,543
-15% -$135K 0.14% 20
2020
Q1 		$897K Sell
10,504
-453
-4% -$38.5K 0.2% 18
2019
Q4 		$919K Sell
10,957
-3,019
-22% -$254K 0.16% 19
2019
Q3 		$1.38M Buy
13,976
+2,387
+21% +$200K 0.23% 19
2019
Q2 		$963K Buy
11,589
+387
+3% +$31.5K 0.16% 19
2019
Q1 		$909K Buy
11,202
+1,300
+13% +$104K 0.16% 20
2018
Q4 		$784K Buy
+9,902
New +$774K 0.15% 21

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial's BND Position: Q1 2026 in Review

Summit Financial increased its Vanguard Total Bond Market (BND) stake by 18% in Q1 2026, buying an estimated $929K and bringing the position to 83,986 shares worth $6.18M. The position accounts for 0.08% of the portfolio, ranked #262.

Summit Financial first reported a position in BND in Q4 2018 and has held it in 30 quarters since. The position peaked at $21.2M in Q2 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Summit Financial held 83,986 shares of Vanguard Total Bond Market worth $6.18M as of Q1 2026.
  • Summit Financial bought 12,516 Vanguard Total Bond Market shares in Q1 2026, an estimated $929K.
  • Vanguard Total Bond Market made up 0.08% of Summit Financial's portfolio in Q1 2026, its #262 holding.
  • Summit Financial first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 30 quarters since.
  • Summit Financial's Vanguard Total Bond Market position peaked at $21.2M in Q2 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.