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

Summit Wealth Partners’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 		$2.24M Sell
30,464
-4,092
-12% -$304K 0.36% 63
2025
Q4 		$2.56M Sell
34,556
-13,724
-28% -$1.02M 0.47% 47
2025
Q3 		$3.59M Sell
48,280
-590
-1% -$43.4K 0.65% 37
2025
Q2 		$3.6M Sell
48,870
-8,250
-14% -$600K 0.69% 37
2025
Q1 		$4.2M Sell
57,120
-1,067
-2% -$77.4K 0.85% 26
2024
Q4 		$4.18M Buy
58,187
+6,765
+13% +$495K 0.86% 29
2024
Q3 		$3.86M Sell
51,422
-1,354
-3% -$100K 0.74% 32
2024
Q2 		$3.8M Buy
52,776
+1,057
+2% +$75.7K 0.79% 32
2024
Q1 		$3.76M Buy
51,719
+2,925
+6% +$212K 0.8% 30
2023
Q4 		$3.59M Buy
48,794
+15,105
+45% +$1.07M 0.83% 31
2023
Q3 		$2.35M Sell
33,689
-147
-0.4% -$10.5K 0.6% 37
2023
Q2 		$2.46M Sell
33,836
-350
-1% -$25.6K 0.62% 37
2023
Q1 		$2.52M Buy
34,186
+69
+0.2% +$5.05K 0.65% 36
2022
Q4 		$2.45M Buy
34,117
+24,639
+260% +$1.76M 0.65% 36
2022
Q3 		$676K Buy
9,478
+1,563
+20% +$117K 0.19% 69
2022
Q2 		$596K Buy
7,915
+4,432
+127% +$337K 0.16% 77
2022
Q1 		$277K Buy
3,483
+6
+0.2% +$490 0.06% 137
2021
Q4 		$295K Sell
3,477
-406
-10% -$34.6K 0.06% 130
2021
Q3 		$332K Buy
3,883
+7
+0.2% +$604 0.08% 114
2021
Q2 		$333K Sell
3,876
-22
-0.6% -$1.88K 0.08% 115
2021
Q1 		$330K Buy
3,898
+7
+0.2% +$604 0.08% 115
2020
Q4 		$343K Buy
3,891
+232
+6% +$20.4K 0.09% 106
2020
Q3 		$323K Buy
3,659
+39
+1% +$3.46K 0.1% 114
2020
Q2 		$320K Buy
3,620
+8
+0.2% +$699 0.1% 107
2020
Q1 		$308K Buy
3,612
+8
+0.2% +$680 0.13% 82
2019
Q4 		$302K Buy
+3,604
New +$303K 0.1% 93

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Summit Wealth Partners reduced its Vanguard Total Bond Market (BND) stake by 12% in Q1 2026, selling an estimated $304K and leaving 30,464 shares worth $2.24M. The position accounts for 0.36% of the portfolio, ranked #63.

Summit Wealth Partners first reported a position in BND in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.2M in Q1 2025. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Summit Wealth Partners held 30,464 shares of Vanguard Total Bond Market worth $2.24M as of Q1 2026.
  • Summit Wealth Partners sold 4,092 Vanguard Total Bond Market shares in Q1 2026, an estimated $304K.
  • Vanguard Total Bond Market made up 0.36% of Summit Wealth Partners's portfolio in Q1 2026, its #63 holding.
  • Summit Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Partners's Vanguard Total Bond Market position peaked at $4.2M in Q1 2025.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.