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

JHP 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 		$1.07M Buy
14,561
+6,354
+77% +$466K 0.88% 14
2026
Q1 		$604K Buy
8,207
+821
+11% +$60.9K 0.58% 15
2025
Q4 		$547K Buy
+7,386
New +$550K 0.53% 19

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

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

JHP Wealth Management increased its Vanguard Total Bond Market (BND) stake by 77% in Q2 2026, buying an estimated $466K and bringing the position to 14,561 shares worth $1.07M. The position accounts for 0.88% of the portfolio, ranked #14.

JHP Wealth Management first reported a position in BND in Q4 2025 and has held it in 3 quarters since. 1,813 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • JHP Wealth Management held 14,561 shares of Vanguard Total Bond Market worth $1.07M as of Q2 2026.
  • JHP Wealth Management bought 6,354 Vanguard Total Bond Market shares in Q2 2026, an estimated $466K.
  • Vanguard Total Bond Market made up 0.88% of JHP Wealth Management's portfolio in Q2 2026, its #14 holding.
  • JHP Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 3 quarters since.
  • 1,813 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

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