Weitzel Financial Services
BND icon

Weitzel Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Weitzel Financial Services’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 		$903K Buy
12,901
+4,574
+55% +$330K 0.3% 26
2026
Q2 		$609K Sell
8,327
-148
-2% -$10.9K 0.21% 30
2026
Q1 		$622K Buy
8,475
+125
+1% +$9.27K 0.23% 29
2025
Q4 		$618K Buy
8,350
+1,045
+14% +$77.8K 0.24% 28
2025
Q3 		$545K Buy
7,305
+55
+0.8% +$4.05K 0.22% 29
2025
Q2 		$533K Sell
7,250
-55
-0.8% -$4K 0.23% 29
2025
Q1 		$539K Buy
7,305
+75
+1% +$5.44K 0.26% 25
2024
Q4 		$521K Buy
7,230
+594
+9% +$43.4K 0.25% 27
2024
Q3 		$499K Buy
6,636
+417
+7% +$30.9K 0.23% 26
2024
Q2 		$444K Sell
6,219
-249
-4% -$17.8K 0.22% 26
2024
Q1 		$465K Buy
6,468
+130
+2% +$9.43K 0.23% 25
2023
Q4 		$464K Buy
6,338
+1,159
+22% +$81.8K 0.25% 25
2023
Q3 		$357K Buy
5,179
+27
+0.5% +$1.93K 0.21% 25
2023
Q2 		$375K Buy
5,152
+271
+6% +$19.9K 0.21% 26
2023
Q1 		$361K Sell
4,881
-1,626
-25% -$119K 0.22% 25
2022
Q4 		$468K Buy
6,507
+662
+11% +$47.4K 0.3% 23
2022
Q3 		$417K Sell
5,845
-1,514
-21% -$113K 0.29% 23
2022
Q2 		$554K Sell
7,359
-456
-6% -$34.7K 0.37% 23
2022
Q1 		$622K Sell
7,815
-243
-3% -$19.8K 0.4% 21
2021
Q4 		$683K Sell
8,058
-43
-0.5% -$3.66K 0.41% 20
2021
Q3 		$694K Buy
8,101
+282
+4% +$24.3K 0.45% 20
2021
Q2 		$677K Sell
7,819
-97
-1% -$8.27K 0.45% 20
2021
Q1 		$670K Buy
7,916
+134
+2% +$11.6K 0.47% 20
2020
Q4 		$675K Buy
+7,782
New +$685K 0.5% 20

Other funds holding BND

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Apella Capital
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
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Weitzel Financial Services's BND Position: Q3 2026 in Review

Weitzel Financial Services increased its Vanguard Total Bond Market (BND) stake by 55% in Q3 2026, buying an estimated $330K and bringing the position to 12,901 shares worth $903K. The position accounts for 0.3% of the portfolio, ranked #26.

Weitzel Financial Services first reported a position in BND in Q4 2020 and has held it in 24 quarters since. 626 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Weitzel Financial Services held 12,901 shares of Vanguard Total Bond Market worth $903K as of Q3 2026.
  • Weitzel Financial Services bought 4,574 Vanguard Total Bond Market shares in Q3 2026, an estimated $330K.
  • Vanguard Total Bond Market made up 0.3% of Weitzel Financial Services's portfolio in Q3 2026, its #26 holding.
  • Weitzel Financial Services first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 24 quarters since.
  • 626 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.