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Total Wealth Planning’s Vanguard Total Bond Market BND Stock Holding History

Total Wealth Planning’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
2025
Q4 		$497K Sell
6,703
-54,480
-89% -$4.05M 1.06% 23
2025
Q3 		$4.55M Buy
61,183
+5,187
+9% +$382K 0.53% 35
2025
Q2 		$4.12M Sell
55,996
-1,621
-3% -$118K 0.52% 35
2025
Q1 		$4.23M Buy
57,617
+2,803
+5% +$203K 0.65% 28
2024
Q4 		$3.94M Buy
54,814
+7,628
+16% +$558K 0.61% 29
2024
Q3 		$3.54M Sell
47,186
-131
-0.3% -$9.69K 0.55% 34
2024
Q2 		$3.46M Buy
47,317
+517
+1% +$37K 0.57% 35
2024
Q1 		$3.4M Sell
46,800
-1,778
-4% -$129K 0.58% 35
2023
Q4 		$3.57M Sell
48,578
-3,222
-6% -$227K 0.65% 35
2023
Q3 		$3.61M Sell
51,800
-2,095
-4% -$150K 0.74% 31
2023
Q2 		$3.92M Sell
53,895
-1,214
-2% -$88.9K 0.82% 28
2023
Q1 		$4.07M Sell
55,109
-1,641
-3% -$120K 0.9% 26
2022
Q4 		$4.08M Sell
56,750
-33,176
-37% -$2.38M 1.01% 24
2022
Q3 		$6.41M Sell
89,926
-1,553
-2% -$116K 1.82% 15
2022
Q2 		$6.88M Buy
91,479
+52,354
+134% +$3.98M 1.99% 14
2022
Q1 		$3.11M Buy
39,125
+24,478
+167% +$2M 0.84% 25
2021
Q4 		$1.19M Buy
14,647
+1,031
+8% +$87.8K 0.73% 20
2021
Q3 		$1.16M Buy
13,616
+5
+0% +$432 0.42% 24
2021
Q2 		$1.17M Buy
13,611
+308
+2% +$26.3K 0.46% 22
2021
Q1 		$1.13M Buy
13,303
+236
+2% +$20.4K 0.48% 22
2020
Q4 		$1.15M Buy
13,067
+477
+4% +$42K 0.53% 22
2020
Q3 		$1.11M Buy
12,590
+1,062
+9% +$94.2K 0.58% 22
2020
Q2 		$1.02M Buy
11,528
+465
+4% +$40.7K 0.56% 22
2020
Q1 		$944K Sell
11,063
-3,220
-23% -$274K 0.61% 21
2019
Q4 		$1.2M Buy
14,283
+211
+1% +$17.7K 0.64% 22
2019
Q3 		$1.19M Sell
14,072
-585
-4% -$49K 0.68% 21
2019
Q2 		$1.22M Buy
14,657
+10
+0.1% +$815 0.72% 20
2019
Q1 		$1.19M Sell
14,647
-1,238
-8% -$98.9K 0.73% 20
2018
Q4 		$1.26M Buy
+15,885
New +$1.24M 0.87% 20

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Total Wealth Planning's BND Position: Q4 2025 in Review

Total Wealth Planning reduced its Vanguard Total Bond Market (BND) stake by 89% in Q4 2025, selling an estimated $4.05M and leaving 6,703 shares worth $497K. The position accounts for 1.06% of the portfolio, ranked #23.

Total Wealth Planning first reported a position in BND in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.88M in Q2 2022. 1,786 funds tracked by Wall St. Rank hold BND as of Q4 2025.

  • Total Wealth Planning held 6,703 shares of Vanguard Total Bond Market worth $497K as of Q4 2025.
  • Total Wealth Planning sold 54,480 Vanguard Total Bond Market shares in Q4 2025, an estimated $4.05M.
  • Vanguard Total Bond Market made up 1.06% of Total Wealth Planning's portfolio in Q4 2025, its #23 holding.
  • Total Wealth Planning first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 29 quarters since.
  • Total Wealth Planning's Vanguard Total Bond Market position peaked at $6.88M in Q2 2022.
  • 1,786 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.