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Summit Global Investments’s Vanguard Total Bond Market BND Stock Holding History

Summit Global Investments’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 		$262K Buy
+3,570
New +$262K 0.01% 479
2025
Q4 		– Sell
-2,707
Closed -$201K – 486
2025
Q3 		$201K Buy
+2,707
New +$199K 0.01% 452
2024
Q1 		– Sell
-5,057
Closed -$372K – 508
2023
Q4 		$372K Buy
+5,057
New +$357K 0.02% 389

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 Global Investments's BND Position: Q2 2026 in Review

Summit Global Investments opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 3,570 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #479 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in BND as recently as Q3 2025.

Summit Global Investments first reported a position in BND in Q4 2023 and has held it in 3 quarters since. The position peaked at $372K in Q4 2023. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Summit Global Investments held 3,570 shares of Vanguard Total Bond Market worth $262K as of Q2 2026.
  • Vanguard Total Bond Market was a new Summit Global Investments position in Q2 2026.
  • Vanguard Total Bond Market made up 0.01% of Summit Global Investments's portfolio in Q2 2026, its #479 holding.
  • Summit Global Investments first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 3 quarters since.
  • Summit Global Investments's Vanguard Total Bond Market position peaked at $372K in Q4 2023.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.