SWP Financial
BND icon

SWP Financial’s Vanguard Total Bond Market BND Stock Holding History

SWP Financial’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 		$274K Hold
3,912
– – 0.13% 62
2026
Q2 		$287K Sell
3,912
-2,806
-42% -$206K 0.13% 64
2026
Q1 		$495K Buy
6,718
+1,259
+23% +$93.4K 0.25% 44
2025
Q4 		$404K Sell
5,459
-125
-2% -$9.3K 0.2% 47
2025
Q3 		$415K Sell
5,584
-1,321
-19% -$97.3K 0.21% 48
2025
Q2 		$508K Buy
+6,905
New +$502K 0.28% 46

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

SWP Financial's BND Position: Q3 2026 in Review

SWP Financial held its Vanguard Total Bond Market (BND) position steady in Q3 2026 at 3,912 shares worth $274K. The position accounts for 0.13% of the portfolio, ranked #62.

SWP Financial first reported a position in BND in Q2 2025 and has held it in 6 quarters since. The position peaked at $508K in Q2 2025. 1,661 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • SWP Financial held 3,912 shares of Vanguard Total Bond Market worth $274K as of Q3 2026.
  • SWP Financial left its Vanguard Total Bond Market share count unchanged in Q3 2026.
  • Vanguard Total Bond Market made up 0.13% of SWP Financial's portfolio in Q3 2026, its #62 holding.
  • SWP Financial first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 6 quarters since.
  • SWP Financial's Vanguard Total Bond Market position peaked at $508K in Q2 2025.
  • 1,661 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.