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Legacy Wealth Management (Idaho)’s Vanguard Total Bond Market BND Stock Holding History

Legacy Wealth Management (Idaho)’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 		$550K Buy
7,493
+898
+14% +$65.9K 0.23% 104
2026
Q1 		$486K Buy
6,595
+4,325
+191% +$321K 0.24% 78
2025
Q4 		$168K Sell
2,270
-45
-2% -$3.35K 0.08% 109
2025
Q3 		$172K Sell
2,315
-55
-2% -$4.05K 0.08% 96
2025
Q2 		$175K Sell
2,370
-408
-15% -$29.7K 0.09% 78
2025
Q1 		$204K Buy
2,778
+440
+19% +$31.9K 0.14% 67
2024
Q4 		$169K Buy
2,338
+2,316
+10,527% +$169K 0.11% 74
2024
Q3 		$1.59K Buy
+22
New +$1.63K ﹤0.01% 500

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

Legacy Wealth Management (Idaho)'s BND Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Vanguard Total Bond Market (BND) stake by 14% in Q2 2026, buying an estimated $65.9K and bringing the position to 7,493 shares worth $550K. The position accounts for 0.23% of the portfolio, ranked #104.

Legacy Wealth Management (Idaho) first reported a position in BND in Q3 2024 and has held it in 8 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 7,493 shares of Vanguard Total Bond Market worth $550K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 898 Vanguard Total Bond Market shares in Q2 2026, an estimated $65.9K.
  • Vanguard Total Bond Market made up 0.23% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #104 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard Total Bond Market in Q3 2024 and has held it in 8 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.