Goelzer Investment Management’s Vanguard Total Bond Market BND Stock Holding History

Goelzer Investment 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	$918K	Buy	12,500 +70	+0.6%	+$5.14K	0.04%	182
2026 Q1	$915K	Sell	12,430 -7,083	-36%	-$525K	0.04%	173
2025 Q4	$1.45M	Buy	19,513 +1,061	+6%	+$79K	0.07%	142
2025 Q3	$1.37M	Buy	18,452 +733	+4%	+$54K	0.07%	138
2025 Q2	$1.3M	Hold	17,719	–	–	0.07%	141
2025 Q1	$1.3M	Hold	17,719	–	–	0.08%	140
2024 Q4	$1.27M	Buy	17,719 +1,203	+7%	+$88K	0.07%	136
2024 Q3	$1.24M	Hold	16,516	–	–	0.07%	135
2024 Q2	$1.19M	Buy	16,516 +4,383	+36%	+$314K	0.07%	135
2024 Q1	$881K	Sell	12,133 -615	-5%	-$44.6K	0.05%	148
2023 Q4	$938K	Sell	12,748 -379	-3%	-$26.8K	0.06%	144
2023 Q3	$916K	Buy	+13,127	New	+$937K	0.06%	141

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

Goelzer Investment Management's BND Position: Q2 2026 in Review

Goelzer Investment Management increased its Vanguard Total Bond Market (BND) stake by 0.56% in Q2 2026, buying an estimated $5.14K and bringing the position to 12,500 shares worth $918K. The position accounts for 0.04% of the portfolio, ranked #182.

Goelzer Investment Management first reported a position in BND in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.45M in Q4 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Goelzer Investment Management held 12,500 shares of Vanguard Total Bond Market worth $918K as of Q2 2026.
Goelzer Investment Management bought 70 Vanguard Total Bond Market shares in Q2 2026, an estimated $5.14K.
Vanguard Total Bond Market made up 0.04% of Goelzer Investment Management's portfolio in Q2 2026, its #182 holding.
Goelzer Investment Management first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 12 quarters since.
Goelzer Investment Management's Vanguard Total Bond Market position peaked at $1.45M in Q4 2025.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.