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Vanguard Total Bond Market ETF shares owned by Summit Wealth Group

Quarter-by-quarter ownership of Vanguard Total Bond Market ETF (BND) shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group investment in Vanguard Total Bond Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Bond Market ETF held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Bond Market ETF by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.5M 22k 70.15
2026-06-30 $2.9M 39k 73.41
2026-03-31 $2.9M 40k 73.64
2025-12-31 $3.2M 43k 74.07

More positions owned by Summit Wealth Group

Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Gold Tr Ishares New (IAU)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
RBB F/m Us Treasury (TBIL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Consm Staples (IYK)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)

View all positions for Summit Wealth Group

Top funds holding Vanguard Total Bond Market ETF

Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Creative Planning
Vanguard Advisers
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Hanson McClain Advisors
Sei Investments
Savant Capital Management
LPL Financial
Vanguard Global Advisers
Goldman Sachs Group
Vanguard Capital Management
Manufacturers Life Insurance Company

View all funds holding Vanguard Total Bond Market ETF