Verus Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Verus Wealth Management’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 Q3	$6.42M	Sell	91,450 -10,225	-10%	-$737K	4.04%	5
2026 Q2	$7.46M	Buy	101,675 +4,620	+5%	+$339K	6.15%	4
2026 Q1	$7.15M	Buy	97,055 +4,327	+5%	+$321K	6.64%	4
2025 Q4	$6.87M	Buy	92,728 +3,284	+4%	+$244K	6.4%	4
2025 Q3	$6.65M	Buy	89,444 +5,816	+7%	+$428K	6.21%	4
2025 Q2	$6.16M	Buy	83,628 +5,569	+7%	+$405K	6.19%	5
2025 Q1	$5.73M	Buy	78,059 +6,926	+10%	+$503K	6.28%	5
2024 Q4	$5.12M	Buy	+71,133	New	+$5.2M	5.74%	5

Other funds holding BND

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Verus Wealth Management's BND Position: Q3 2026 in Review

Verus Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 10% in Q3 2026, selling an estimated $737K and leaving 91,450 shares worth $6.42M. The position accounts for 4.04% of the portfolio, ranked #5.

Verus Wealth Management first reported a position in BND in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.46M in Q2 2026. 735 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Verus Wealth Management held 91,450 shares of Vanguard Total Bond Market worth $6.42M as of Q3 2026.
Verus Wealth Management sold 10,225 Vanguard Total Bond Market shares in Q3 2026, an estimated $737K.
Vanguard Total Bond Market made up 4.04% of Verus Wealth Management's portfolio in Q3 2026, its #5 holding.
Verus Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 8 quarters since.
Verus Wealth Management's Vanguard Total Bond Market position peaked at $7.46M in Q2 2026.
735 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Verus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.