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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Whitcomb & Hess's BND Position: Q2 2026 in Review

Whitcomb & Hess held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 5,155 shares worth $378K. The position accounts for 0.08% of the portfolio, ranked #43.

Whitcomb & Hess first reported a position in BND in Q3 2021 and has held it in 17 quarters since. The position peaked at $383K in Q4 2025. 1,176 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Whitcomb & Hess held 5,155 shares of Vanguard Total Bond Market worth $378K as of Q2 2026.
Whitcomb & Hess left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.08% of Whitcomb & Hess's portfolio in Q2 2026, its #43 holding.
Whitcomb & Hess first reported a position in Vanguard Total Bond Market in Q3 2021 and has held it in 17 quarters since.
Whitcomb & Hess's Vanguard Total Bond Market position peaked at $383K in Q4 2025.
1,176 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.