BWM Planning’s Vanguard Total Bond Market BND Stock Holding History

BWM Planning’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	$394K	Sell	5,361 -67	-1%	-$4.92K	0.09%	75
2026 Q1	$400K	Hold	5,428	–	–	0.11%	68
2025 Q4	$402K	Hold	5,428	–	–	0.11%	69
2025 Q3	$404K	Sell	5,428 -1,934	-26%	-$142K	0.12%	64
2025 Q2	$542K	Hold	7,362	–	–	0.19%	53
2025 Q1	$541K	Sell	7,362 -9	-0.1%	-$653	0.23%	54
2024 Q4	$530K	Sell	7,371 -792	-10%	-$57.9K	0.23%	57
2024 Q3	$613K	Buy	+8,163	New	+$604K	0.27%	53

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

BWM Planning's BND Position: Q2 2026 in Review

BWM Planning reduced its Vanguard Total Bond Market (BND) stake by 1.2% in Q2 2026, selling an estimated $4.92K and leaving 5,361 shares worth $394K. The position accounts for 0.09% of the portfolio, ranked #75.

BWM Planning first reported a position in BND in Q3 2024 and has held it in 8 quarters since. The position peaked at $613K in Q3 2024. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

BWM Planning held 5,361 shares of Vanguard Total Bond Market worth $394K as of Q2 2026.
BWM Planning sold 67 Vanguard Total Bond Market shares in Q2 2026, an estimated $4.92K.
Vanguard Total Bond Market made up 0.09% of BWM Planning's portfolio in Q2 2026, its #75 holding.
BWM Planning first reported a position in Vanguard Total Bond Market in Q3 2024 and has held it in 8 quarters since.
BWM Planning's Vanguard Total Bond Market position peaked at $613K in Q3 2024.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.