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McLean Asset Management’s Vanguard Total Bond Market BND Stock Holding History

McLean Asset 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
Q1 		$1.78M Buy
24,157
+11,482
+91% +$852K 0.31% 38
2025
Q4 		$943K Buy
12,675
+1,905
+18% +$142K 0.17% 59
2025
Q3 		$799K Buy
10,770
+211
+2% +$15.5K 0.16% 68
2025
Q2 		$774K Buy
10,559
+571
+6% +$41.5K 0.2% 60
2025
Q1 		$724K Buy
9,988
+38
+0.4% +$2.76K 0.24% 54
2024
Q4 		$715K Buy
9,950
+900
+10% +$65.8K 0.21% 61
2024
Q3 		$671K Buy
9,050
+1,767
+24% +$131K 0.2% 65
2024
Q2 		$528K Buy
7,283
+2,212
+44% +$158K 0.17% 72
2024
Q1 		$365K Sell
5,071
-1,045
-17% -$75.8K 0.12% 87
2023
Q4 		$445K Sell
6,116
-7,827
-56% -$553K 0.17% 71
2023
Q3 		$968K Sell
13,943
-6,761
-33% -$483K 0.4% 34
2023
Q2 		$1.5M Buy
20,704
+27
+0.1% +$1.98K 0.59% 26
2023
Q1 		$1.53M Sell
20,677
-12,787
-38% -$936K 0.63% 26
2022
Q4 		$2.4M Sell
33,464
-44,423
-57% -$3.18M 0.82% 26
2022
Q3 		$5.53M Buy
77,887
+68,176
+702% +$5.1M 2.13% 13
2022
Q2 		$732K Buy
+9,711
New +$739K 0.29% 37

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McLean Asset Management's BND Position: Q1 2026 in Review

McLean Asset Management increased its Vanguard Total Bond Market (BND) stake by 91% in Q1 2026, buying an estimated $852K and bringing the position to 24,157 shares worth $1.78M. The position accounts for 0.31% of the portfolio, ranked #38.

McLean Asset Management first reported a position in BND in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.53M in Q3 2022. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • McLean Asset Management held 24,157 shares of Vanguard Total Bond Market worth $1.78M as of Q1 2026.
  • McLean Asset Management bought 11,482 Vanguard Total Bond Market shares in Q1 2026, an estimated $852K.
  • Vanguard Total Bond Market made up 0.31% of McLean Asset Management's portfolio in Q1 2026, its #38 holding.
  • McLean Asset Management first reported a position in Vanguard Total Bond Market in Q2 2022 and has held it in 16 quarters since.
  • McLean Asset Management's Vanguard Total Bond Market position peaked at $5.53M in Q3 2022.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.