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

Summit Wealth 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 Q1	$29.4M	Buy	399,043 +19,334	+5%	+$1.43M	6.74%	2
2025 Q4	$28.1M	Buy	379,709 +14,792	+4%	+$1.1M	6.57%	2
2025 Q3	$27.1M	Buy	364,917 +15,844	+5%	+$1.17M	6.56%	2
2025 Q2	$25.7M	Sell	349,073 -109,926	-24%	-$7.99M	6.6%	2
2025 Q1	$33.7M	Sell	458,999 -23,935	-5%	-$1.74M	9.85%	2
2024 Q4	$34.7M	Buy	482,934 +1,027	+0.2%	+$75.1K	10.06%	2
2024 Q3	$36.2M	Buy	481,907 +51,525	+12%	+$3.81M	10.44%	2
2024 Q2	$31M	Buy	+430,382	New	+$30.8M	9.3%	3
2023 Q3	–	Sell	-446,852	Closed	-$32.5M	–	42
2023 Q2	$32.5M	Sell	446,852 -30,641,195	-99%	-$2.24B	13.15%	3
2023 Q1	$421K	Buy	+31,088,047	New	+$2.27B	10.05%	2

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Wealth Group's BND Position: Q1 2026 in Review

Summit Wealth Group increased its Vanguard Total Bond Market (BND) stake by 5.1% in Q1 2026, buying an estimated $1.43M and bringing the position to 399,043 shares worth $29.4M. The position accounts for 6.74% of the portfolio, ranked #2.

Summit Wealth Group first reported a position in BND in Q1 2023 and has held it in 10 quarters since. The position peaked at $36.2M in Q3 2024. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Summit Wealth Group held 399,043 shares of Vanguard Total Bond Market worth $29.4M as of Q1 2026.
Summit Wealth Group bought 19,334 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.43M.
Vanguard Total Bond Market made up 6.74% of Summit Wealth Group's portfolio in Q1 2026, its #2 holding.
Summit Wealth Group first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 10 quarters since.
Summit Wealth Group's Vanguard Total Bond Market position peaked at $36.2M in Q3 2024.
1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.