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

Marion 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 		$701K Buy
9,551
+455
+5% +$33.4K 0.14% 92
2026
Q1 		$670K Sell
9,096
-699
-7% -$51.9K 0.15% 88
2025
Q4 		$727K Sell
9,795
-2,418
-20% -$180K 0.16% 84
2025
Q3 		$908K Buy
12,213
+3,000
+33% +$221K 0.22% 79
2025
Q2 		$678K Buy
9,213
+178
+2% +$12.9K 0.17% 84
2025
Q1 		$664K Buy
9,035
+104
+1% +$7.55K 0.18% 82
2024
Q4 		$642K Buy
8,931
+364
+4% +$26.6K 0.17% 84
2024
Q3 		$643K Buy
8,567
+315
+4% +$23.3K 0.17% 83
2024
Q2 		$595K Buy
8,252
+12
+0.1% +$859 0.17% 84
2024
Q1 		$598K Buy
8,240
+586
+8% +$42.5K 0.18% 83
2023
Q4 		$563K Buy
+7,654
New +$540K 0.18% 82

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

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

Marion Wealth Management increased its Vanguard Total Bond Market (BND) stake by 5% in Q2 2026, buying an estimated $33.4K and bringing the position to 9,551 shares worth $701K. The position accounts for 0.14% of the portfolio, ranked #92.

Marion Wealth Management first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $908K in Q3 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Marion Wealth Management held 9,551 shares of Vanguard Total Bond Market worth $701K as of Q2 2026.
  • Marion Wealth Management bought 455 Vanguard Total Bond Market shares in Q2 2026, an estimated $33.4K.
  • Vanguard Total Bond Market made up 0.14% of Marion Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Marion Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • Marion Wealth Management's Vanguard Total Bond Market position peaked at $908K in Q3 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.