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

Evermay 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	–	Sell	-347	Closed	-$25.6K	–	655
2026 Q1	$25.6K	Buy	+347	New	+$25.7K	﹤0.01%	372
2025 Q2	–	Sell	-113	Closed	-$8.3K	–	577
2025 Q1	$8.3K	Buy	+113	New	+$8.2K	﹤0.01%	459
2024 Q1	–	Sell	-25	Closed	-$1.84K	–	626
2023 Q4	$1.84K	Buy	+25	New	+$1.76K	﹤0.01%	520
2022 Q4	–	Sell	-91	Closed	-$6K	–	573
2022 Q3	$6K	Sell	91 -1,260	-93%	-$94.3K	﹤0.01%	435
2022 Q2	$102K	Sell	1,351 -33,879	-96%	-$2.58M	0.02%	216
2022 Q1	$2.8M	Buy	35,230 +34,933	+11,762%	+$2.85M	0.47%	25
2021 Q4	$25K	Buy	+297	New	+$25.3K	﹤0.01%	339

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Evermay Wealth Management sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 347 shares — an estimated $25.6K sold.

Evermay Wealth Management first reported a position in BND in Q4 2021 and held it in 7 quarters. The position peaked at $2.8M in Q1 2022. 1,826 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Evermay Wealth Management reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
Evermay Wealth Management sold 347 Vanguard Total Bond Market shares in Q2 2026, an estimated $25.6K.
Evermay Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 7 quarters.
Evermay Wealth Management's Vanguard Total Bond Market position peaked at $2.8M in Q1 2022.
1,826 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.