Toth Financial Advisory’s Vanguard Total Bond Market BND Stock Holding History

Toth Financial Advisory’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	$20.2K	Buy	+275	New	+$20.2K	﹤0.01%	505
2021 Q3	–	Sell	-250	Closed	-$21K	–	751
2021 Q2	$21K	Hold	250	–	–	﹤0.01%	363
2021 Q1	$21K	Hold	250	–	–	﹤0.01%	374
2020 Q4	$22K	Sell	250 -100	-29%	-$8.8K	﹤0.01%	326
2020 Q3	$31K	Sell	350 -650	-65%	-$57.6K	0.01%	269
2020 Q2	$88K	Hold	1,000	–	–	0.02%	202
2020 Q1	$85K	Sell	1,000 -163	-14%	-$13.8K	0.02%	147
2019 Q4	$98K	Hold	1,163	–	–	0.02%	177
2019 Q3	$98K	Hold	1,163	–	–	0.02%	190
2019 Q2	$97K	Sell	1,163 -200	-15%	-$16.3K	0.02%	187
2019 Q1	$111K	Buy	+1,363	New	+$109K	0.03%	169

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

Toth Financial Advisory's BND Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 275 shares worth $20.2K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in BND as recently as Q2 2021.

Toth Financial Advisory first reported a position in BND in Q1 2019 and has held it in 11 quarters since. The position peaked at $111K in Q1 2019. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Toth Financial Advisory held 275 shares of Vanguard Total Bond Market worth $20.2K as of Q2 2026.
Vanguard Total Bond Market was a new Toth Financial Advisory position in Q2 2026.
Vanguard Total Bond Market made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #505 holding.
Toth Financial Advisory first reported a position in Vanguard Total Bond Market in Q1 2019 and has held it in 11 quarters since.
Toth Financial Advisory's Vanguard Total Bond Market position peaked at $111K in Q1 2019.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.