Whelan Financial
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Whelan Financial’s Vanguard Total Bond Market BND Stock Holding History

Whelan 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
Q3 		$16.7M Buy
238,263
+14,336
+6% +$1.03M 4.33% 7
2026
Q2 		$16.4M Buy
223,927
+2,787
+1% +$205K 4.48% 7
2026
Q1 		$16.3M Buy
221,140
+2,887
+1% +$214K 5.06% 7
2025
Q4 		$16.2M Buy
218,253
+5,870
+3% +$437K 5.05% 7
2025
Q3 		$15.8M Buy
212,383
+5,094
+2% +$375K 5.01% 7
2025
Q2 		$15.3M Buy
207,289
+2,372
+1% +$173K 5.52% 7
2025
Q1 		$15.1M Buy
204,917
+1,822
+0.9% +$132K 5.85% 7
2024
Q4 		$14.6M Buy
203,095
+7,255
+4% +$530K 5.74% 7
2024
Q3 		$14.7M Buy
195,840
+3,844
+2% +$284K 6.06% 7
2024
Q2 		$13.8M Buy
191,996
+1,548
+0.8% +$111K 6.18% 7
2024
Q1 		$13.8M Sell
190,448
-20,158
-10% -$1.46M 6.32% 7
2023
Q4 		$15.5M Buy
210,606
+5,513
+3% +$389K 7.23% 7
2023
Q3 		$14.3M Buy
205,093
+6,836
+3% +$488K 7.55% 7
2023
Q2 		$14.4M Buy
198,257
+4,081
+2% +$299K 7.53% 6
2023
Q1 		$14.3M Buy
194,176
+5,923
+3% +$433K 7.95% 6
2022
Q4 		$13.5M Sell
188,253
-2,158
-1% -$155K 8.16% 6
2022
Q3 		$13.6M Sell
190,411
-218
-0.1% -$16.3K 9.34% 6
2022
Q2 		$14.3M Sell
190,629
-5,022
-3% -$382K 9.7% 6
2022
Q1 		$15.6M Sell
195,651
-54
-0% -$4.41K 9.58% 6
2021
Q4 		$16.6M Buy
195,705
+64,346
+49% +$5.48M 10.29% 6
2021
Q3 		$11.2M Buy
+131,359
New +$11.3M 10.26% 3

Other funds holding BND

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Whelan Financial's BND Position: Q3 2026 in Review

Whelan Financial increased its Vanguard Total Bond Market (BND) stake by 6.4% in Q3 2026, buying an estimated $1.03M and bringing the position to 238,263 shares worth $16.7M. The position accounts for 4.33% of the portfolio, ranked #7.

Whelan Financial first reported a position in BND in Q3 2021 and has held it in 21 quarters since. 918 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Whelan Financial held 238,263 shares of Vanguard Total Bond Market worth $16.7M as of Q3 2026.
  • Whelan Financial bought 14,336 Vanguard Total Bond Market shares in Q3 2026, an estimated $1.03M.
  • Vanguard Total Bond Market made up 4.33% of Whelan Financial's portfolio in Q3 2026, its #7 holding.
  • Whelan Financial first reported a position in Vanguard Total Bond Market in Q3 2021 and has held it in 21 quarters since.
  • 918 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.