Albion Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Albion Financial Group’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	$185K	Buy	+2,516	New	+$185K	0.01%	191
2024 Q3	–	Sell	-47	Closed	-$3.39K	–	512
2024 Q2	$3.39K	Buy	+47	New	+$3.37K	﹤0.01%	395
2023 Q4	–	Sell	-206	Closed	-$14.4K	–	477
2023 Q3	$14.4K	Buy	+206	New	+$14.7K	﹤0.01%	278
2023 Q1	–	Sell	-155	Closed	-$11.1K	–	451
2022 Q4	$11.1K	Buy	+155	New	+$11.1K	﹤0.01%	301
2022 Q1	–	Sell	-355	Closed	-$30K	–	598
2021 Q4	$30K	Buy	+355	New	+$30.2K	﹤0.01%	322

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

Albion Financial Group's BND Position: Q2 2026 in Review

Albion Financial Group opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 2,516 shares worth $185K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings. This is a return to the name: Albion Financial Group previously reported a position in BND as recently as Q2 2024.

Albion Financial Group first reported a position in BND in Q4 2021 and has held it in 5 quarters since. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Albion Financial Group held 2,516 shares of Vanguard Total Bond Market worth $185K as of Q2 2026.
Vanguard Total Bond Market was a new Albion Financial Group position in Q2 2026.
Vanguard Total Bond Market made up 0.01% of Albion Financial Group's portfolio in Q2 2026, its #191 holding.
Albion Financial Group first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 5 quarters since.
1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.