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

LongView 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	$312K	Hold	4,244	–	–	0.08%	170
2026 Q1	$314K	Sell	4,244 -301	-7%	-$22.3K	0.08%	189
2025 Q4	$337K	Sell	4,545 -81	-2%	-$6.03K	0.08%	182
2025 Q3	$344K	Buy	4,626 +300	+7%	+$22.1K	0.09%	155
2025 Q2	$319K	Sell	4,326 -821	-16%	-$59.7K	0.1%	161
2025 Q1	$378K	Buy	5,147 +820	+19%	+$59.5K	0.11%	138
2024 Q4	$311K	Sell	4,327 -358	-8%	-$26.2K	0.09%	158
2024 Q3	$352K	Buy	4,685 +203	+5%	+$15K	0.11%	140
2024 Q2	$323K	Sell	4,482 -89	-2%	-$6.37K	0.12%	138
2024 Q1	$332K	Buy	4,571 +3	+0.1%	+$218	0.13%	135
2023 Q4	$334K	Buy	+4,568	New	+$323K	0.15%	131

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

LongView Wealth Management held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 4,244 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #170.

LongView Wealth Management first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $378K in Q1 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

LongView Wealth Management held 4,244 shares of Vanguard Total Bond Market worth $312K as of Q2 2026.
LongView Wealth Management left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.08% of LongView Wealth Management's portfolio in Q2 2026, its #170 holding.
LongView Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Vanguard Total Bond Market position peaked at $378K in Q1 2025.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.