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

Dogwood 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 		$262K Buy
+3,568
New +$262K 0.1% 73
2026
Q1 		– Hold
0
– – – 856
2025
Q4 		– Hold
0
– – – 740
2025
Q3 		– Hold
0
– – – 745
2025
Q2 		– Sell
-2,210
Closed -$162K – 699
2025
Q1 		$162K Hold
2,210
– – 0.09% 91
2024
Q4 		$159K Buy
2,210
+475
+27% +$34.7K 0.08% 91
2024
Q3 		$130K Buy
1,735
+15
+0.9% +$1.11K 0.08% 94
2024
Q2 		$124K Sell
1,720
-66,645
-97% -$4.77M 0.08% 92
2024
Q1 		$4.97M Buy
68,365
+7,893
+13% +$573K 3.36% 9
2023
Q4 		$4.45M Buy
+60,472
New +$4.27M 3.48% 7

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

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

Dogwood Wealth Management opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 3,568 shares worth $262K. The stake represents 0.1% of the portfolio and ranks #73 among its holdings. This is a return to the name: Dogwood Wealth Management previously reported a position in BND as recently as Q1 2025.

Dogwood Wealth Management first reported a position in BND in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.97M in Q1 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Dogwood Wealth Management held 3,568 shares of Vanguard Total Bond Market worth $262K as of Q2 2026.
  • Vanguard Total Bond Market was a new Dogwood Wealth Management position in Q2 2026.
  • Vanguard Total Bond Market made up 0.1% of Dogwood Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Dogwood Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 7 quarters since.
  • Dogwood Wealth Management's Vanguard Total Bond Market position peaked at $4.97M in Q1 2024.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.