Evermay Wealth Management
BND icon

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
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
Savant Capital
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 22.9% 1-Year Est. Return
SEI Investments
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. 1,836 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.
  • 1,836 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.