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Linscomb Wealth’s Vanguard Total Bond Market BND Stock Holding History

Linscomb Wealth’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 		$1.66M Buy
22,669
+3,136
+16% +$230K 0.07% 159
2026
Q1 		$1.44M Buy
19,533
+7,304
+60% +$542K 0.06% 170
2025
Q4 		$906K Sell
12,229
-2,991
-20% -$223K 0.04% 181
2025
Q3 		$1.13M Buy
15,220
+1,894
+14% +$139K 0.05% 166
2025
Q2 		$981K Sell
13,326
-5
-0% -$364 0.05% 173
2025
Q1 		$979K Buy
13,331
+2,245
+20% +$163K 0.05% 172
2024
Q4 		$797K Sell
11,086
-144
-1% -$10.5K 0.04% 185
2024
Q3 		$843K Sell
11,230
-23
-0.2% -$1.7K 0.04% 179
2024
Q2 		$811K Sell
11,253
-54
-0.5% -$3.87K 0.04% 175
2024
Q1 		$821K Sell
11,307
-297
-3% -$21.6K 0.04% 176
2023
Q4 		$854K Sell
11,604
-397
-3% -$28K 0.05% 169
2023
Q3 		$837K Sell
12,001
-259
-2% -$18.5K 0.05% 167
2023
Q2 		$891K Sell
12,260
-5,382
-31% -$394K 0.05% 164
2023
Q1 		$1.3M Sell
17,642
-6,535
-27% -$478K 0.07% 148
2022
Q4 		$1.74M Buy
24,177
+6,193
+34% +$444K 0.09% 141
2022
Q3 		$1.28M Sell
17,984
-167
-0.9% -$12.5K 0.08% 144
2022
Q2 		$1.37M Sell
18,151
-5,699
-24% -$434K 0.08% 143
2022
Q1 		$1.9M Sell
23,850
-14,258
-37% -$1.16M 0.09% 139
2021
Q4 		$3.23M Sell
38,108
-3,508
-8% -$299K 0.15% 109
2021
Q3 		$3.56M Sell
41,616
-177
-0.4% -$15.3K 0.18% 100
2021
Q2 		$3.59M Buy
41,793
+3,392
+9% +$289K 0.18% 98
2021
Q1 		$3.25M Buy
38,401
+4,107
+12% +$354K 0.18% 99
2020
Q4 		$3.02M Buy
34,294
+4,875
+17% +$429K 0.18% 97
2020
Q3 		$2.6M Buy
29,419
+3,248
+12% +$288K 0.18% 97
2020
Q2 		$2.31M Buy
26,171
+15,876
+154% +$1.39M 0.17% 94
2020
Q1 		$879K Buy
10,295
+5,788
+128% +$492K 0.08% 155
2019
Q4 		$378K Hold
4,507
– – 0.02% 344
2019
Q3 		$381K Buy
+4,507
New +$378K 0.03% 214

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

Linscomb Wealth's BND Position: Q2 2026 in Review

Linscomb Wealth increased its Vanguard Total Bond Market (BND) stake by 16% in Q2 2026, buying an estimated $230K and bringing the position to 22,669 shares worth $1.66M. The position accounts for 0.07% of the portfolio, ranked #159.

Linscomb Wealth first reported a position in BND in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.59M in Q2 2021. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Linscomb Wealth held 22,669 shares of Vanguard Total Bond Market worth $1.66M as of Q2 2026.
  • Linscomb Wealth bought 3,136 Vanguard Total Bond Market shares in Q2 2026, an estimated $230K.
  • Vanguard Total Bond Market made up 0.07% of Linscomb Wealth's portfolio in Q2 2026, its #159 holding.
  • Linscomb Wealth first reported a position in Vanguard Total Bond Market in Q3 2019 and has held it in 28 quarters since.
  • Linscomb Wealth's Vanguard Total Bond Market position peaked at $3.59M in Q2 2021.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

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