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Verum Partners’s Vanguard Total Bond Market BND Stock Holding History

Verum Partners’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 		$539K Sell
7,344
-4,773
-39% -$350K 0.08% 115
2026
Q1 		$892K Buy
12,117
+4,601
+61% +$341K 0.17% 75
2025
Q4 		$557K Sell
7,516
-1,412
-16% -$105K 0.11% 90
2025
Q3 		$664K Buy
8,928
+2,356
+36% +$173K 0.14% 78
2025
Q2 		$484K Sell
6,572
-803
-11% -$58.4K 0.11% 99
2025
Q1 		$542K Sell
7,375
-45
-0.6% -$3.27K 0.15% 78
2024
Q4 		$534K Buy
7,420
+125
+2% +$9.14K 0.15% 81
2024
Q3 		$548K Sell
7,295
-552
-7% -$40.9K 0.16% 80
2024
Q2 		$565K Buy
7,847
+465
+6% +$33.3K 0.18% 74
2024
Q1 		$536K Buy
7,382
+48
+0.7% +$3.48K 0.19% 80
2023
Q4 		$539K Buy
7,334
+514
+8% +$36.3K 0.21% 74
2023
Q3 		$476K Buy
6,820
+1,181
+21% +$84.3K 0.21% 76
2023
Q2 		$410K Sell
5,639
-5
-0.1% -$366 0.37% 52
2023
Q1 		$417K Buy
5,644
+543
+11% +$39.7K 0.45% 42
2022
Q4 		$366K Buy
+5,101
New +$365K 0.45% 47

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Verum Partners's BND Position: Q2 2026 in Review

Verum Partners reduced its Vanguard Total Bond Market (BND) stake by 39% in Q2 2026, selling an estimated $350K and leaving 7,344 shares worth $539K. The position accounts for 0.08% of the portfolio, ranked #115.

Verum Partners first reported a position in BND in Q4 2022 and has held it in 15 quarters since. The position peaked at $892K in Q1 2026. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Verum Partners held 7,344 shares of Vanguard Total Bond Market worth $539K as of Q2 2026.
  • Verum Partners sold 4,773 Vanguard Total Bond Market shares in Q2 2026, an estimated $350K.
  • Vanguard Total Bond Market made up 0.08% of Verum Partners's portfolio in Q2 2026, its #115 holding.
  • Verum Partners first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 15 quarters since.
  • Verum Partners's Vanguard Total Bond Market position peaked at $892K in Q1 2026.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.