Aegis Wealth Management (Maryland)’s Vanguard Total Bond Market BND Stock Holding History

Aegis Wealth Management (Maryland)’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	$1.54M	Hold	20,950	–	–	0.72%	36
2026 Q1	$1.54M	Buy	20,950 +350	+2%	+$26K	0.88%	32
2025 Q4	$1.53M	Buy	20,600 +202	+1%	+$15K	0.86%	31
2025 Q3	$1.52M	Sell	20,398 -1,712	-8%	-$126K	0.81%	37
2025 Q2	$1.62M	Sell	22,110 -289	-1%	-$21K	0.97%	31
2025 Q1	$1.65M	Buy	22,399 +3,386	+18%	+$246K	0.97%	31
2024 Q4	$1.37M	Buy	+19,013	New	+$1.39M	0.92%	30

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s BND Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 20,950 shares worth $1.54M. The position accounts for 0.72% of the portfolio, ranked #36.

Aegis Wealth Management (Maryland) first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q1 2025. 1,813 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Aegis Wealth Management (Maryland) held 20,950 shares of Vanguard Total Bond Market worth $1.54M as of Q2 2026.
Aegis Wealth Management (Maryland) left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.72% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #36 holding.
Aegis Wealth Management (Maryland) first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
Aegis Wealth Management (Maryland)'s Vanguard Total Bond Market position peaked at $1.65M in Q1 2025.
1,813 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.