SOFI WEALTH, LLC BND holdings history
VANGUARD TOTAL BOND MARKET · CUSIP 921937835 · CIK 1925582
As of 2026-06-30, SOFI WEALTH, LLC reported 1.12K BND (shares), valued at $81.97K, or 0.00% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares increased 2090.20%; reported value increased 2082.88%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.00% | 1,117 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 0.00% | 51 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 0.00% | 231 | SEC filing ↗Filed Jan 30, 2026 |
| Q3 2025 | 0.00% | 223 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 0.00% | 413 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 0.00% | 576 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 5.01% | 1,017,014 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 5.07% | 917,388 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 4.93% | 815,807 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 4.78% | 708,023 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 5.00% | 634,350 | SEC filing ↗Filed Jan 24, 2024 |
| Q3 2023 | 5.04% | 592,643 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.04% | 592,643 | $41.35M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 5.00% | 634,350 | $46.66M | Shares increased 7.04%; reported value increased 12.82%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2024 |
| Q1 2024 | 4.78% | 708,023 | $51.42M | Shares increased 11.61%; reported value increased 10.22%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 4.93% | 815,807 | $58.78M | Shares increased 15.22%; reported value increased 14.30%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 5.07% | 917,388 | $68.91M | Shares increased 12.45%; reported value increased 17.23%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 5.01% | 1,017,014 | $73.13M | Shares increased 10.86%; reported value increased 6.14%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 0.00% | 576 | $42.32K | Shares decreased 99.94%; reported value decreased 99.94%, and weight changed -5.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 0.00% | 413 | $30.41K | Shares decreased 28.30%; reported value decreased 28.13%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 0.00% | 223 | $16.61K | Shares decreased 46.00%; reported value decreased 45.40%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 0.00% | 231 | $17.13K | Shares increased 3.59%; reported value increased 3.16%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | 0.00% | 51 | $3.75K | Shares decreased 77.92%; reported value decreased 78.08%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 0.00% | 1,117 | $81.97K | Shares increased 2090.20%; reported value increased 2082.88%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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