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

Darwin 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
2026
Q2 		$128K Sell
1,738
-161
-8% -$11.8K 0.03% 167
2026
Q1 		$140K Buy
1,899
+487
+34% +$36.1K 0.04% 155
2025
Q4 		$105K Buy
1,412
+11
+0.8% +$819 0.03% 172
2025
Q3 		$104K Buy
1,401
+477
+52% +$35.1K 0.03% 174
2025
Q2 		$68.1K Sell
924
-249
-21% -$18.1K 0.02% 187
2025
Q1 		$84.4K Hold
1,173
– – 0.03% 190
2024
Q4 		$84.4K Sell
1,173
-1,337
-53% -$97.8K 0.03% 190
2024
Q3 		$189K Buy
+2,510
New +$186K 0.05% 147
2024
Q2 		– Sell
-2,879
Closed -$209K – 88
2024
Q1 		$209K Sell
2,879
-424
-13% -$30.8K 0.06% 133
2023
Q4 		$243K Buy
3,303
+306
+10% +$21.6K 0.07% 131
2023
Q3 		$209K Sell
2,997
-935
-24% -$66.7K 0.06% 142
2023
Q2 		$283K Sell
3,932
-2,965
-43% -$217K 0.07% 115
2023
Q1 		$505K Sell
6,897
-1,466
-18% -$107K 0.14% 97
2022
Q4 		$619K Sell
8,363
-1,703
-17% -$122K 0.16% 95
2022
Q3 		$707K Sell
10,066
-4,077
-29% -$305K 0.18% 90
2022
Q2 		$1.08M Sell
14,143
-51,598
-78% -$3.93M 0.22% 84
2022
Q1 		$5.23M Buy
65,741
+35,394
+117% +$2.89M 0.86% 31
2021
Q4 		$2.52M Sell
30,347
-4,642
-13% -$395K 0.4% 54
2021
Q3 		$2.99M Buy
34,989
+4,303
+14% +$371K 0.48% 46
2021
Q2 		$2.64M Sell
30,686
-19,820
-39% -$1.69M 0.43% 52
2021
Q1 		$4.28M Buy
50,506
+24,169
+92% +$2.08M 0.75% 35
2020
Q4 		$2.32M Sell
26,337
-11,246
-30% -$990K 0.44% 63
2020
Q3 		$3.31M Sell
37,583
-14,269
-28% -$1.27M 0.72% 35
2020
Q2 		$4.58M Sell
51,852
-13,151
-20% -$1.15M 1.17% 27
2020
Q1 		$5.55M Buy
65,003
+2,617
+4% +$222K 1.76% 18
2019
Q4 		$5.23M Buy
62,386
+3,727
+6% +$313K 1.39% 24
2019
Q3 		$4.95M Sell
58,659
-9
-0% -$754 1.47% 21
2019
Q2 		$4.87M Buy
58,668
+2,062
+4% +$168K 1.51% 20
2019
Q1 		$4.59M Buy
56,606
+4,904
+9% +$392K 1.51% 20
2018
Q4 		$4.1M Sell
51,702
-892
-2% -$69.7K 2.86% 10
2018
Q3 		$4.1M Buy
52,594
+6,632
+14% +$524K 2.3% 11
2018
Q2 		$3.62M Buy
45,962
+2,222
+5% +$176K 2.35% 10
2018
Q1 		$3.5M Buy
43,740
+747
+2% +$59.8K 2.53% 11
2017
Q4 		$3.51M Buy
42,993
+6,603
+18% +$539K 1.5% 19
2017
Q3 		$2.98M Buy
36,390
+4,907
+16% +$403K 2.89% 9
2017
Q2 		$2.58M Buy
31,483
+2,269
+8% +$185K 1.42% 19
2017
Q1 		$2.37M Buy
29,214
+2,718
+10% +$220K 1.37% 17
2016
Q4 		$2.14M Sell
26,496
-8,147
-24% -$667K 1.44% 16
2016
Q3 		$2.92M Buy
34,643
+2,456
+8% +$207K 2.25% 14
2016
Q2 		$2.71M Buy
+32,187
New +$2.67M 2.32% 10

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

Darwin Wealth Management's BND Position: Q2 2026 in Review

Darwin Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 8.5% in Q2 2026, selling an estimated $11.8K and leaving 1,738 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #167.

Darwin Wealth Management first reported a position in BND in Q2 2016 and has held it in 40 quarters since. The position peaked at $5.55M in Q1 2020. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Darwin Wealth Management held 1,738 shares of Vanguard Total Bond Market worth $128K as of Q2 2026.
  • Darwin Wealth Management sold 161 Vanguard Total Bond Market shares in Q2 2026, an estimated $11.8K.
  • Vanguard Total Bond Market made up 0.03% of Darwin Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Darwin Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2016 and has held it in 40 quarters since.
  • Darwin Wealth Management's Vanguard Total Bond Market position peaked at $5.55M in Q1 2020.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.