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Summit Wealth Group (Colorado)’s Vanguard Total Bond Market BND Stock Holding History

Summit Wealth Group (Colorado)’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 		$858K Buy
11,684
+267
+2% +$19.6K 0.07% 143
2026
Q1 		$841K Buy
11,417
+2,174
+24% +$161K 0.09% 123
2025
Q4 		$685K Buy
+9,243
New +$688K 0.09% 122
2025
Q3 		– Sell
-5,315
Closed -$391K – 279
2025
Q2 		$391K Buy
+5,315
New +$387K 0.1% 151

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 Wealth Group (Colorado)'s BND Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard Total Bond Market (BND) stake by 2.3% in Q2 2026, buying an estimated $19.6K and bringing the position to 11,684 shares worth $858K. The position accounts for 0.07% of the portfolio, ranked #143.

Summit Wealth Group (Colorado) first reported a position in BND in Q2 2025 and has held it in 4 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Summit Wealth Group (Colorado) held 11,684 shares of Vanguard Total Bond Market worth $858K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 267 Vanguard Total Bond Market shares in Q2 2026, an estimated $19.6K.
  • Vanguard Total Bond Market made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #143 holding.
  • Summit Wealth Group (Colorado) first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 4 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.