Values Added Financial’s Vanguard Total Bond Market BND Stock Holding History

Values Added 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 Q2	$12.4M	Buy	168,548 +12,021	+8%	+$882K	4.47%	4
2026 Q1	$11.5M	Buy	156,527 +700	+0.4%	+$51.9K	4.85%	4
2025 Q4	$11.5M	Sell	155,827 -1,720	-1%	-$128K	4.87%	3
2025 Q3	$11.7M	Sell	157,547 -1,206	-0.8%	-$88.8K	5.21%	3
2025 Q2	$11.7M	Sell	158,753 -51,399	-24%	-$3.74M	5.67%	4
2025 Q1	$15.4M	Buy	210,152 +20,750	+11%	+$1.51M	8.56%	1
2024 Q4	$13.6M	Buy	189,402 +66,196	+54%	+$4.84M	7.88%	1
2024 Q3	$9.25M	Buy	123,206 +9,152	+8%	+$677K	5.83%	3
2024 Q2	$8.22M	Buy	114,054 +15,616	+16%	+$1.12M	5.92%	3
2024 Q1	$7.15M	Sell	98,438 -4,100	-4%	-$298K	5.58%	3
2023 Q4	$7.54M	Buy	102,538 +17,326	+20%	+$1.22M	6.17%	3
2023 Q3	$5.95M	Buy	85,212 +17,780	+26%	+$1.27M	5.42%	3
2023 Q2	$4.9M	Buy	+67,432	New	+$4.94M	4.6%	6

Other funds holding BND

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 Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Values Added Financial's BND Position: Q2 2026 in Review

Values Added Financial increased its Vanguard Total Bond Market (BND) stake by 7.7% in Q2 2026, buying an estimated $882K and bringing the position to 168,548 shares worth $12.4M. The position accounts for 4.47% of the portfolio, ranked #4.

Values Added Financial first reported a position in BND in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.4M in Q1 2025. 833 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Values Added Financial held 168,548 shares of Vanguard Total Bond Market worth $12.4M as of Q2 2026.
Values Added Financial bought 12,021 Vanguard Total Bond Market shares in Q2 2026, an estimated $882K.
Vanguard Total Bond Market made up 4.47% of Values Added Financial's portfolio in Q2 2026, its #4 holding.
Values Added Financial first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 13 quarters since.
Values Added Financial's Vanguard Total Bond Market position peaked at $15.4M in Q1 2025.
833 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.