Whitcomb & Hess’s Vanguard Total Bond Market BND Stock Holding History

Whitcomb & Hess’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	$371K	Buy	5,294 +139	+3%	+$10K	0.08%	42
2026 Q2	$378K	Hold	5,155	–	–	0.08%	43
2026 Q1	$380K	Hold	5,155	–	–	0.09%	43
2025 Q4	$383K	Buy	5,155 +838	+19%	+$62.4K	0.09%	44
2025 Q3	$321K	Buy	4,317 +138	+3%	+$10.2K	0.08%	44
2025 Q2	$308K	Hold	4,179	–	–	0.09%	46
2025 Q1	$307K	Buy	4,179 +213	+5%	+$15.5K	0.09%	44
2024 Q4	$285K	Hold	3,966	–	–	0.09%	46
2024 Q3	$298K	Hold	3,966	–	–	0.09%	42
2024 Q2	$286K	Buy	3,966 +95	+2%	+$6.8K	0.09%	44
2024 Q1	$281K	Buy	3,871 +750	+24%	+$54.4K	0.09%	44
2023 Q4	$230K	Buy	+3,121	New	+$220K	0.08%	42
2023 Q3	–	Sell	-2,837	Closed	-$206K	–	44
2023 Q2	$206K	Buy	2,837 +83	+3%	+$6.08K	0.08%	41
2023 Q1	$203K	Buy	+2,754	New	+$202K	0.08%	41
2022 Q3	–	Sell	-2,735	Closed	-$206K	–	34
2022 Q2	$206K	Buy	2,735 +17	+0.6%	+$1.29K	0.09%	34
2022 Q1	$216K	Buy	2,718 +4	+0.1%	+$327	0.09%	30
2021 Q4	$220K	Buy	2,714 +12	+0.4%	+$1.02K	0.09%	31
2021 Q3	$231K	Buy	+2,702	New	+$233K	0.1%	30

Other funds holding BND

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Whitcomb & Hess's BND Position: Q3 2026 in Review

Whitcomb & Hess increased its Vanguard Total Bond Market (BND) stake by 2.7% in Q3 2026, buying an estimated $10K and bringing the position to 5,294 shares worth $371K. The position accounts for 0.08% of the portfolio, ranked #42.

Whitcomb & Hess first reported a position in BND in Q3 2021 and has held it in 18 quarters since. The position peaked at $383K in Q4 2025. 1,090 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Whitcomb & Hess held 5,294 shares of Vanguard Total Bond Market worth $371K as of Q3 2026.
Whitcomb & Hess bought 139 Vanguard Total Bond Market shares in Q3 2026, an estimated $10K.
Vanguard Total Bond Market made up 0.08% of Whitcomb & Hess's portfolio in Q3 2026, its #42 holding.
Whitcomb & Hess first reported a position in Vanguard Total Bond Market in Q3 2021 and has held it in 18 quarters since.
Whitcomb & Hess's Vanguard Total Bond Market position peaked at $383K in Q4 2025.
1,090 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.