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AWM Capital’s Vanguard Total Bond Market BND Stock Holding History

AWM Capital’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 		$293K Sell
3,988
-129
-3% -$9.47K 0.02% 104
2026
Q1 		$303K Sell
4,117
-1,007
-20% -$74.7K 0.03% 97
2025
Q4 		$380K Sell
5,124
-1,222
-19% -$91K 0.03% 77
2025
Q3 		$472K Sell
6,346
-35
-0.5% -$2.58K 0.04% 74
2025
Q2 		$470K Sell
6,381
-310
-5% -$22.5K 0.05% 71
2025
Q1 		$491K Sell
6,691
-290
-4% -$21K 0.06% 66
2024
Q4 		$502K Sell
6,981
-459
-6% -$33.6K 0.06% 63
2024
Q3 		$559K Buy
7,440
+196
+3% +$14.5K 0.07% 60
2024
Q2 		$522K Sell
7,244
-101
-1% -$7.23K 0.08% 56
2024
Q1 		$533K Sell
7,345
-429
-6% -$31.1K 0.09% 57
2023
Q4 		$572K Buy
7,774
+381
+5% +$26.9K 0.1% 49
2023
Q3 		$516K Sell
7,393
-699
-9% -$49.9K 0.11% 50
2023
Q2 		$588K Sell
8,092
-955
-11% -$70K 0.14% 46
2023
Q1 		$668K Buy
9,047
+102
+1% +$7.46K 0.19% 47
2022
Q4 		$643K Sell
8,945
-6,076
-40% -$435K 0.22% 40
2022
Q3 		$1.09M Sell
15,021
-7,301
-33% -$546K 0.37% 29
2022
Q2 		$1.68M Sell
22,322
-15,949
-42% -$1.21M 0.82% 21
2022
Q1 		$3.04M Sell
38,271
-18,647
-33% -$1.52M 1.87% 13
2021
Q4 		$4.82M Sell
56,918
-6,590
-10% -$561K 3.67% 8
2021
Q3 		$5.4M Buy
+63,508
New +$5.48M 4.04% 7

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

AWM Capital's BND Position: Q2 2026 in Review

AWM Capital reduced its Vanguard Total Bond Market (BND) stake by 3.1% in Q2 2026, selling an estimated $9.47K and leaving 3,988 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #104.

AWM Capital first reported a position in BND in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.4M in Q3 2021. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • AWM Capital held 3,988 shares of Vanguard Total Bond Market worth $293K as of Q2 2026.
  • AWM Capital sold 129 Vanguard Total Bond Market shares in Q2 2026, an estimated $9.47K.
  • Vanguard Total Bond Market made up 0.02% of AWM Capital's portfolio in Q2 2026, its #104 holding.
  • AWM Capital first reported a position in Vanguard Total Bond Market in Q3 2021 and has held it in 20 quarters since.
  • AWM Capital's Vanguard Total Bond Market position peaked at $5.4M in Q3 2021.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on AWM Capital's 13F filing for Q2 2026, filed 31 Jul 2026.