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Benchmark Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Benchmark Wealth Management’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
2025
Q2 		$25.7M Buy
348,745
+1,210
+0.3% +$88K 11.41% 2
2025
Q1 		$25.5M Sell
347,535
-5,107
-1% -$371K 12.35% 2
2024
Q4 		$25.4M Buy
352,642
+7,118
+2% +$520K 12.48% 2
2024
Q3 		$26M Buy
345,524
+15,682
+5% +$1.16M 12.82% 2
2024
Q2 		$23.8M Buy
329,842
+12,274
+4% +$879K 12.66% 3
2024
Q1 		$23.1M Buy
317,568
+22,917
+8% +$1.66M 12.57% 3
2023
Q4 		$21.7M Buy
294,651
+10,676
+4% +$754K 12.81% 3
2023
Q3 		$19.8M Buy
283,975
+19,039
+7% +$1.36M 12.65% 3
2023
Q2 		$19.3M Buy
264,936
+13,831
+6% +$1.01M 11.62% 3
2023
Q1 		$18.5M Buy
251,105
+39,608
+19% +$2.9M 11.8% 3
2022
Q4 		$15.2M Sell
211,497
-4,392
-2% -$315K 10.94% 3
2022
Q3 		$15.4M Sell
215,889
-12,298
-5% -$920K 12.07% 3
2022
Q2 		$17.2M Buy
228,187
+10,201
+5% +$776K 12.64% 3
2022
Q1 		$17.3M Sell
217,986
-35
-0% -$2.86K 11.66% 3
2021
Q4 		$18.5M Sell
218,021
-5,752
-3% -$490K 11.94% 3
2021
Q3 		$19.1M Sell
223,773
-5,944
-3% -$513K 13.44% 3
2021
Q2 		$19.7M Buy
229,717
+4,123
+2% +$352K 13.55% 3
2021
Q1 		$19.1M Buy
225,594
+37,195
+20% +$3.21M 14.18% 3
2020
Q4 		$16.6M Buy
188,399
+33,016
+21% +$2.91M 12.6% 4
2020
Q3 		$13.7M Buy
155,383
+17,692
+13% +$1.57M 10.82% 4
2020
Q2 		$12.2M Buy
137,691
+8,686
+7% +$759K 10.37% 4
2020
Q1 		$11M Buy
129,005
+5,991
+5% +$509K 11.03% 4
2019
Q4 		$10.3M Buy
+123,014
New +$10.3M 8.9% 4

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Benchmark Wealth Management's BND Position: Q2 2025 in Review

Benchmark Wealth Management increased its Vanguard Total Bond Market (BND) stake by 0.35% in Q2 2025, buying an estimated $88K and bringing the position to 348,745 shares worth $25.7M. The position accounts for 11.41% of the portfolio, ranked #2.

Benchmark Wealth Management first reported a position in BND in Q4 2019 and has held it in 23 quarters since. The position peaked at $26M in Q3 2024. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Benchmark Wealth Management held 348,745 shares of Vanguard Total Bond Market worth $25.7M as of Q2 2025.
  • Benchmark Wealth Management bought 1,210 Vanguard Total Bond Market shares in Q2 2025, an estimated $88K.
  • Vanguard Total Bond Market made up 11.41% of Benchmark Wealth Management's portfolio in Q2 2025, its #2 holding.
  • Benchmark Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 23 quarters since.
  • Benchmark Wealth Management's Vanguard Total Bond Market position peaked at $26M in Q3 2024.
  • 1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.