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Fourth Dimension Wealth’s Vanguard Total Bond Market BND Stock Holding History

Fourth Dimension Wealth’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 		$178K Buy
2,421
+301
+14% +$22.1K 0.06% 160
2026
Q1 		$156K Sell
2,120
-187
-8% -$13.9K 0.06% 150
2025
Q4 		$171K Sell
2,307
-242
-9% -$18K 0.06% 148
2025
Q3 		$190K Buy
2,549
+1,443
+130% +$106K 0.07% 135
2025
Q2 		$81.5K Buy
1,106
+1,081
+4,324% +$78.6K 0.03% 183
2025
Q1 		$1.84K Hold
25
– – ﹤0.01% 545
2024
Q4 		$1.8K Buy
+25
New +$1.83K ﹤0.01% 552

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

Fourth Dimension Wealth's BND Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Vanguard Total Bond Market (BND) stake by 14% in Q2 2026, buying an estimated $22.1K and bringing the position to 2,421 shares worth $178K. The position accounts for 0.06% of the portfolio, ranked #160.

Fourth Dimension Wealth first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $190K in Q3 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Fourth Dimension Wealth held 2,421 shares of Vanguard Total Bond Market worth $178K as of Q2 2026.
  • Fourth Dimension Wealth bought 301 Vanguard Total Bond Market shares in Q2 2026, an estimated $22.1K.
  • Vanguard Total Bond Market made up 0.06% of Fourth Dimension Wealth's portfolio in Q2 2026, its #160 holding.
  • Fourth Dimension Wealth first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Vanguard Total Bond Market position peaked at $190K in Q3 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.