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

Level 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 		$41.5M Buy
565,823
+75,820
+15% +$5.56M 16.64% 2
2026
Q1 		$36.1M Buy
490,003
+68,301
+16% +$5.07M 16.9% 2
2025
Q4 		$31.2M Buy
421,702
+11,825
+3% +$880K 15.97% 2
2025
Q3 		$30.5M Buy
409,877
+32,037
+8% +$2.36M 16.05% 2
2025
Q2 		$27.8M Buy
377,840
+14,819
+4% +$1.08M 16.18% 2
2025
Q1 		$26.7M Buy
363,021
+26,164
+8% +$1.9M 17.45% 2
2024
Q4 		$24.2M Buy
+336,857
New +$24.6M 17.11% 2

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

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

Level Wealth Management increased its Vanguard Total Bond Market (BND) stake by 15% in Q2 2026, buying an estimated $5.56M and bringing the position to 565,823 shares worth $41.5M. The position accounts for 16.64% of the portfolio, ranked #2.

Level Wealth Management first reported a position in BND in Q4 2024 and has held it in 7 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Level Wealth Management held 565,823 shares of Vanguard Total Bond Market worth $41.5M as of Q2 2026.
  • Level Wealth Management bought 75,820 Vanguard Total Bond Market shares in Q2 2026, an estimated $5.56M.
  • Vanguard Total Bond Market made up 16.64% of Level Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Level Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.