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

Endowment 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
Q1 		$1.82M Buy
24,748
+749
+3% +$55.6K 0.81% 33
2025
Q4 		$1.78M Buy
23,999
+3,769
+19% +$281K 0.82% 30
2025
Q3 		$1.5M Buy
20,230
+674
+3% +$49.6K 0.68% 42
2025
Q2 		$1.44M Sell
19,556
-455
-2% -$33.1K 0.74% 40
2025
Q1 		$1.47M Buy
20,011
+910
+5% +$66K 0.95% 33
2024
Q4 		$1.37M Buy
19,101
+1,453
+8% +$106K 0.92% 29
2024
Q3 		$1.33M Buy
17,648
+853
+5% +$63.1K 0.87% 33
2024
Q2 		$1.21M Buy
16,795
+299
+2% +$21.4K 0.88% 32
2024
Q1 		$1.2M Buy
16,496
+3,403
+26% +$247K 0.9% 30
2023
Q4 		$963K Sell
13,093
-1,700
-11% -$120K 0.8% 32
2023
Q3 		$1.03M Buy
14,793
+424
+3% +$30.3K 0.93% 29
2023
Q2 		$1.04M Buy
14,369
+813
+6% +$59.6K 0.96% 25
2023
Q1 		$993K Sell
13,556
-440
-3% -$32.2K 1% 24
2022
Q4 		$1.01M Sell
13,996
-40
-0.3% -$2.87K 1.11% 21
2022
Q3 		$1M Buy
14,036
+138
+1% +$10.3K 1.21% 19
2022
Q2 		$1.05M Buy
13,898
+228
+2% +$17.4K 1.26% 18
2022
Q1 		$1.09M Buy
13,670
+533
+4% +$43.5K 1.14% 19
2021
Q4 		$1.11M Buy
+13,137
New +$1.12M 1.13% 23

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Endowment Wealth Management's BND Position: Q1 2026 in Review

Endowment Wealth Management increased its Vanguard Total Bond Market (BND) stake by 3.1% in Q1 2026, buying an estimated $55.6K and bringing the position to 24,748 shares worth $1.82M. The position accounts for 0.81% of the portfolio, ranked #33.

Endowment Wealth Management first reported a position in BND in Q4 2021 and has held it in 18 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Endowment Wealth Management held 24,748 shares of Vanguard Total Bond Market worth $1.82M as of Q1 2026.
  • Endowment Wealth Management bought 749 Vanguard Total Bond Market shares in Q1 2026, an estimated $55.6K.
  • Vanguard Total Bond Market made up 0.81% of Endowment Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Endowment Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 18 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.