Summit Securities Group’s Vanguard Total Bond Market BND Stock Holding History

Summit Securities Group’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 Q3	$4.91K	Buy	+70	New	+$5.04K	﹤0.01%	850
2023 Q1	–	Sell	-2,500	Closed	-$180K	–	841
2022 Q4	$180K	Hold	2,500	–	–	0.01%	506
2022 Q3	$178K	Sell	2,500 -47,500	-95%	-$3.55M	0.01%	436
2022 Q2	$3.76M	Buy	50,000 +45,000	+900%	+$3.42M	0.47%	40
2022 Q1	$398K	Sell	5,000 -10,000	-67%	-$817K	0.04%	257
2021 Q4	$1.27M	Buy	15,000 +7,000	+88%	+$596K	0.06%	220
2021 Q3	$684K	Hold	8,000	–	–	0.05%	329
2021 Q2	$687K	Sell	8,000 -29,000	-78%	-$2.47M	0.06%	316
2021 Q1	$3.14M	Buy	37,000 +22,000	+147%	+$1.9M	0.34%	57
2020 Q4	$1.32M	Sell	15,000 -20,000	-57%	-$1.76M	0.11%	197
2020 Q3	$3.09M	Buy	35,000 +5,000	+17%	+$443K	0.32%	63
2020 Q2	$2.65M	Buy	+30,000	New	+$2.62M	0.33%	70
2020 Q1	–	Sell	-10,000	Closed	-$839K	–	310
2019 Q4	$839K	Buy	+10,000	New	+$841K	0.06%	234
2019 Q3	–	Sell	-5,000	Closed	-$415K	–	341
2019 Q2	$415K	Buy	+5,000	New	+$407K	0.05%	227
2017 Q2	–	Sell	-5,000	Closed	-$405K	–	251
2017 Q1	$405K	Buy	+5,000	New	+$404K	0.12%	185
2016 Q2	–	Sell	-26,017	Closed	-$2.15M	–	253
2016 Q1	$2.15M	Buy	26,017 +21,017	+420%	+$1.72M	1.51%	15
2015 Q4	$404K	Buy	+5,000	New	+$407K	0.13%	118
2014 Q4	–	Sell	-1,000	Closed	-$82K	–	615
2014 Q3	$82K	Buy	+1,000	New	+$82K	0.02%	329

Other funds holding BND

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Summit Securities Group's BND Position: Q3 2026 in Review

Summit Securities Group opened a new position in Vanguard Total Bond Market (BND) in Q3 2026: 70 shares worth $4.91K. The stake represents ﹤0.01% of the portfolio and ranks #850 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in BND as recently as Q4 2022.

Summit Securities Group first reported a position in BND in Q3 2014 and has held it in 18 quarters since. The position peaked at $3.76M in Q2 2022. 1,263 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Summit Securities Group held 70 shares of Vanguard Total Bond Market worth $4.91K as of Q3 2026.
Vanguard Total Bond Market was a new Summit Securities Group position in Q3 2026.
Vanguard Total Bond Market made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #850 holding.
Summit Securities Group first reported a position in Vanguard Total Bond Market in Q3 2014 and has held it in 18 quarters since.
Summit Securities Group's Vanguard Total Bond Market position peaked at $3.76M in Q2 2022.
1,263 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.