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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
Q2 		$5.42M Sell
73,894
-10,092
-12% -$741K 0.06% 323
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 $1.81T 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 Financial's BND Position: Q2 2026 in Review

Summit Financial reduced its Vanguard Total Bond Market (BND) stake by 12% in Q2 2026, selling an estimated $741K and leaving 73,894 shares worth $5.42M. The position accounts for 0.06% of the portfolio, ranked #323.

Summit Financial first reported a position in BND in Q4 2018 and has held it in 31 quarters since. The position peaked at $21.2M in Q2 2025. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Summit Financial held 73,894 shares of Vanguard Total Bond Market worth $5.42M as of Q2 2026.
  • Summit Financial sold 10,092 Vanguard Total Bond Market shares in Q2 2026, an estimated $741K.
  • Vanguard Total Bond Market made up 0.06% of Summit Financial's portfolio in Q2 2026, its #323 holding.
  • Summit Financial first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 31 quarters since.
  • Summit Financial's Vanguard Total Bond Market position peaked at $21.2M in Q2 2025.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.