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Transcendent Capital Group’s Vanguard Total Bond Market BND Stock Holding History

Transcendent Capital Group’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 		$3.04M Buy
41,260
+307
+0.7% +$22.8K 1.38% 20
2025
Q4 		$3.03M Buy
40,953
+1,745
+4% +$130K 1.37% 20
2025
Q3 		$2.92M Buy
39,208
+5,663
+17% +$417K 1.3% 23
2025
Q2 		$2.47M Buy
33,545
+1,335
+4% +$97.1K 1.27% 27
2025
Q1 		$2.37M Buy
32,210
+3,817
+13% +$277K 1.33% 26
2024
Q4 		$2.04M Buy
28,393
+3,812
+16% +$279K 1.06% 30
2024
Q3 		$1.85M Buy
24,581
+23,070
+1,527% +$1.71M 0.95% 30
2024
Q2 		$109K Buy
1,511
+574
+61% +$41.1K 0.06% 127
2024
Q1 		$68K Buy
937
+92
+11% +$6.68K 0.04% 163
2023
Q4 		$62.2K Buy
+845
New +$59.7K 0.04% 130

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

Transcendent Capital Group's BND Position: Q1 2026 in Review

Transcendent Capital Group increased its Vanguard Total Bond Market (BND) stake by 0.75% in Q1 2026, buying an estimated $22.8K and bringing the position to 41,260 shares worth $3.04M. The position accounts for 1.38% of the portfolio, ranked #20.

Transcendent Capital Group first reported a position in BND in Q4 2023 and has held it in 10 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Transcendent Capital Group held 41,260 shares of Vanguard Total Bond Market worth $3.04M as of Q1 2026.
  • Transcendent Capital Group bought 307 Vanguard Total Bond Market shares in Q1 2026, an estimated $22.8K.
  • Vanguard Total Bond Market made up 1.38% of Transcendent Capital Group's portfolio in Q1 2026, its #20 holding.
  • Transcendent Capital Group first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Transcendent Capital Group's 13F filing for Q1 2026, filed 27 Apr 2026.