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

Ellenbecker 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 		$321K Sell
4,365
-8,871
-67% -$651K 0.04% 111
2026
Q1 		$975K Sell
13,236
-1,433
-10% -$106K 0.13% 47
2025
Q4 		$1.09M Sell
14,669
-3,089
-17% -$230K 0.15% 42
2025
Q3 		$1.32M Sell
17,758
-4,343
-20% -$320K 0.19% 35
2025
Q2 		$1.63M Sell
22,101
-9,274
-30% -$674K 0.26% 30
2025
Q1 		$2.3M Sell
31,375
-7,553
-19% -$548K 0.41% 22
2024
Q4 		$2.8M Sell
38,928
-14,743
-27% -$1.08M 0.5% 21
2024
Q3 		$4.03M Buy
53,671
+1,583
+3% +$117K 0.76% 17
2024
Q2 		$3.75M Buy
52,088
+5,781
+12% +$414K 0.76% 17
2024
Q1 		$3.36M Buy
46,307
+3,586
+8% +$260K 0.71% 18
2023
Q4 		$3.14M Buy
42,721
+3,233
+8% +$228K 0.73% 18
2023
Q3 		$2.75M Sell
39,488
-2,011
-5% -$144K 0.71% 17
2023
Q2 		$3.02M Buy
41,499
+2,633
+7% +$193K 0.76% 17
2023
Q1 		$2.87M Buy
38,866
+7,359
+23% +$538K 0.78% 17
2022
Q4 		$2.26M Sell
31,507
-5,298
-14% -$379K 0.67% 17
2022
Q3 		$2.63M Buy
36,805
+6,389
+21% +$478K 0.83% 14
2022
Q2 		$2.29M Buy
30,416
+3,572
+13% +$272K 0.7% 17
2022
Q1 		$2.13M Buy
26,844
+6,087
+29% +$497K 0.61% 18
2021
Q4 		$1.76M Buy
20,757
+665
+3% +$56.6K 0.49% 21
2021
Q3 		$1.72M Sell
20,092
-298
-1% -$25.7K 0.54% 22
2021
Q2 		$1.75M Sell
20,390
-188
-0.9% -$16K 0.57% 21
2021
Q1 		$1.74M Buy
20,578
+3,364
+20% +$290K 0.61% 22
2020
Q4 		$1.52M Buy
17,214
+2,285
+15% +$201K 0.56% 22
2020
Q3 		$1.32M Buy
+14,929
New +$1.32M 0.56% 22

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

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

Ellenbecker Investment Group reduced its Vanguard Total Bond Market (BND) stake by 67% in Q2 2026, selling an estimated $651K and leaving 4,365 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #111.

Ellenbecker Investment Group first reported a position in BND in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.03M in Q3 2024. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Ellenbecker Investment Group held 4,365 shares of Vanguard Total Bond Market worth $321K as of Q2 2026.
  • Ellenbecker Investment Group sold 8,871 Vanguard Total Bond Market shares in Q2 2026, an estimated $651K.
  • Vanguard Total Bond Market made up 0.04% of Ellenbecker Investment Group's portfolio in Q2 2026, its #111 holding.
  • Ellenbecker Investment Group first reported a position in Vanguard Total Bond Market in Q3 2020 and has held it in 24 quarters since.
  • Ellenbecker Investment Group's Vanguard Total Bond Market position peaked at $4.03M in Q3 2024.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.