Swisher Financial Concepts’s Vanguard Total Bond Market BND Stock Holding History

Swisher Financial Concepts’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	$8.07M	Buy	109,922 +1,913	+2%	+$140K	5.08%	8
2026 Q1	$7.95M	Buy	108,009 +12,118	+13%	+$899K	4.45%	7
2025 Q4	$7.1M	Buy	95,891 +5,007	+6%	+$373K	4.03%	8
2025 Q3	$6.76M	Buy	90,884 +13,982	+18%	+$1.03M	4.05%	9
2025 Q2	$5.66M	Buy	76,902 +9,911	+15%	+$721K	3.66%	10
2025 Q1	$4.92M	Buy	+66,991	New	+$4.86M	4.07%	10

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Swisher Financial Concepts's BND Position: Q2 2026 in Review

Swisher Financial Concepts increased its Vanguard Total Bond Market (BND) stake by 1.8% in Q2 2026, buying an estimated $140K and bringing the position to 109,922 shares worth $8.07M. The position accounts for 5.08% of the portfolio, ranked #8.

Swisher Financial Concepts first reported a position in BND in Q1 2025 and has held it in 6 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Swisher Financial Concepts held 109,922 shares of Vanguard Total Bond Market worth $8.07M as of Q2 2026.
Swisher Financial Concepts bought 1,913 Vanguard Total Bond Market shares in Q2 2026, an estimated $140K.
Vanguard Total Bond Market made up 5.08% of Swisher Financial Concepts's portfolio in Q2 2026, its #8 holding.
Swisher Financial Concepts first reported a position in Vanguard Total Bond Market in Q1 2025 and has held it in 6 quarters since.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.