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Discipline Wealth Solutions’s Vanguard Total Bond Market BND Stock Holding History

Discipline Wealth Solutions’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 		$10.1M Buy
137,185
+45,313
+49% +$3.33M 0.88% 33
2026
Q1 		$6.77M Buy
91,872
+65,615
+250% +$4.87M 0.71% 40
2025
Q4 		$1.94M Buy
26,257
+13,875
+112% +$1.03M 0.36% 52
2025
Q3 		$921K Buy
12,382
+4,494
+57% +$331K 0.24% 64
2025
Q2 		$581K Buy
7,888
+3,991
+102% +$290K 0.22% 54
2025
Q1 		$286K Sell
3,897
-1,451
-27% -$105K 0.14% 64
2024
Q4 		$385K Sell
5,348
-775
-13% -$56.7K 0.18% 56
2024
Q3 		$460K Sell
6,123
-1,594
-21% -$118K 0.24% 47
2024
Q2 		$556K Buy
7,717
+160
+2% +$11.5K 0.44% 16
2024
Q1 		$543K Sell
7,557
-17,871
-70% -$1.3M 0.5% 13
2023
Q4 		$1.86M Buy
+25,428
New +$1.8M 1.85% 11

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

Discipline Wealth Solutions's BND Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Vanguard Total Bond Market (BND) stake by 49% in Q2 2026, buying an estimated $3.33M and bringing the position to 137,185 shares worth $10.1M. The position accounts for 0.88% of the portfolio, ranked #33.

Discipline Wealth Solutions first reported a position in BND in Q4 2023 and has held it in 11 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Discipline Wealth Solutions held 137,185 shares of Vanguard Total Bond Market worth $10.1M as of Q2 2026.
  • Discipline Wealth Solutions bought 45,313 Vanguard Total Bond Market shares in Q2 2026, an estimated $3.33M.
  • Vanguard Total Bond Market made up 0.88% of Discipline Wealth Solutions's portfolio in Q2 2026, its #33 holding.
  • Discipline Wealth Solutions first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

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