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Brookwood Investment Group’s Vanguard Total Bond Market BND Stock Holding History

Brookwood Investment 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 		$2.6M Buy
35,426
+6,420
+22% +$471K 0.29% 77
2026
Q1 		$2.14M Buy
29,006
+2,013
+7% +$149K 0.26% 85
2025
Q4 		$2M Buy
26,993
+293
+1% +$21.8K 0.24% 74
2025
Q3 		$1.99M Buy
26,700
+7,785
+41% +$573K 0.26% 71
2025
Q2 		$1.39M Sell
18,915
-184
-1% -$13.4K 0.22% 81
2025
Q1 		$1.4M Buy
+19,099
New +$1.39M 0.24% 74

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

Brookwood Investment Group's BND Position: Q2 2026 in Review

Brookwood Investment Group increased its Vanguard Total Bond Market (BND) stake by 22% in Q2 2026, buying an estimated $471K and bringing the position to 35,426 shares worth $2.6M. The position accounts for 0.29% of the portfolio, ranked #77.

Brookwood Investment Group first reported a position in BND in Q1 2025 and has held it in 6 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Brookwood Investment Group held 35,426 shares of Vanguard Total Bond Market worth $2.6M as of Q2 2026.
  • Brookwood Investment Group bought 6,420 Vanguard Total Bond Market shares in Q2 2026, an estimated $471K.
  • Vanguard Total Bond Market made up 0.29% of Brookwood Investment Group's portfolio in Q2 2026, its #77 holding.
  • Brookwood Investment Group first reported a position in Vanguard Total Bond Market in Q1 2025 and has held it in 6 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.