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

Unique Wealth’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 		$372K Buy
+5,074
New +$372K 0.04% 162
2026
Q1 		– Sell
-3,281
Closed -$243K – 186
2025
Q4 		$243K Buy
+3,281
New +$244K 0.03% 171
2023
Q4 		– Sell
-8,419
Closed -$587K – 83
2023
Q3 		$587K Buy
8,419
+2,121
+34% +$151K 0.25% 43
2023
Q2 		$458K Buy
+6,298
New +$461K 0.2% 42

Other funds holding BND

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Unique Wealth's BND Position: Q2 2026 in Review

Unique Wealth opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 5,074 shares worth $372K. The stake represents 0.04% of the portfolio and ranks #162 among its holdings. This is a return to the name: Unique Wealth previously reported a position in BND as recently as Q4 2025.

Unique Wealth first reported a position in BND in Q2 2023 and has held it in 4 quarters since. The position peaked at $587K in Q3 2023. 833 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Unique Wealth held 5,074 shares of Vanguard Total Bond Market worth $372K as of Q2 2026.
  • Vanguard Total Bond Market was a new Unique Wealth position in Q2 2026.
  • Vanguard Total Bond Market made up 0.04% of Unique Wealth's portfolio in Q2 2026, its #162 holding.
  • Unique Wealth first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 4 quarters since.
  • Unique Wealth's Vanguard Total Bond Market position peaked at $587K in Q3 2023.
  • 833 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.