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

JGP 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 		$216K Hold
2,937
– – 0.02% 221
2026
Q1 		$216K Sell
2,937
-1,077
-27% -$79.9K 0.02% 214
2025
Q4 		$297K Sell
4,014
-50
-1% -$3.72K 0.03% 189
2025
Q3 		$302K Buy
4,064
+6
+0.1% +$442 0.03% 167
2025
Q2 		$299K Buy
+4,058
New +$295K 0.04% 169

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

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

JGP Wealth Management held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 2,937 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #221.

JGP Wealth Management first reported a position in BND in Q2 2025 and has held it in 5 quarters since. The position peaked at $302K in Q3 2025. 1,825 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • JGP Wealth Management held 2,937 shares of Vanguard Total Bond Market worth $216K as of Q2 2026.
  • JGP Wealth Management left its Vanguard Total Bond Market share count unchanged in Q2 2026.
  • Vanguard Total Bond Market made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #221 holding.
  • JGP Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 5 quarters since.
  • JGP Wealth Management's Vanguard Total Bond Market position peaked at $302K in Q3 2025.
  • 1,825 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.