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

McNaughton 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 		$24.8M Buy
337,236
+77,953
+30% +$5.72M 8.79% 2
2026
Q1 		$19.1M Buy
259,283
+8,872
+4% +$658K 7.9% 1
2025
Q4 		$18.5M Buy
250,411
+1,694
+0.7% +$126K 7.64% 1
2025
Q3 		$18.5M Sell
248,717
-27,078
-10% -$1.99M 7.8% 1
2025
Q2 		$20.3M Sell
275,795
-25,598
-8% -$1.86M 9.06% 1
2025
Q1 		$22.1M Buy
301,393
+41,086
+16% +$2.98M 10.75% 1
2024
Q4 		$18.7M Buy
260,307
+5,289
+2% +$387K 9.02% 1
2024
Q3 		$19.2M Buy
255,018
+574
+0.2% +$42.5K 9.33% 1
2024
Q2 		$18.3M Buy
254,444
+16,972
+7% +$1.22M 9.72% 1
2024
Q1 		$17.2M Buy
237,472
+14,652
+7% +$1.06M 9.56% 1
2023
Q4 		$16.4M Buy
222,820
+13,205
+6% +$932K 9.71% 1
2023
Q3 		$14.6M Buy
209,615
+5,214
+3% +$372K 9.73% 1
2023
Q2 		$14.9M Buy
204,401
+8,710
+4% +$638K 9.51% 1
2023
Q1 		$14.4M Sell
195,691
-2,539
-1% -$186K 9.59% 2
2022
Q4 		$14.2M Sell
198,230
-9,718
-5% -$696K 9.74% 2
2022
Q3 		$14.8M Buy
207,948
+8,437
+4% +$631K 10.89% 1
2022
Q2 		$15M Buy
199,511
+4,209
+2% +$320K 10.62% 1
2022
Q1 		$15.5M Sell
195,302
-2,037
-1% -$166K 10.11% 1
2021
Q4 		$16.5M Buy
197,339
+9,446
+5% +$805K 10.68% 1
2021
Q3 		$16.1M Buy
187,893
+7,340
+4% +$634K 11.35% 1
2021
Q2 		$15.5M Buy
180,553
+9,305
+5% +$794K 10.87% 1
2021
Q1 		$14.5M Buy
171,248
+1,914
+1% +$165K 11.11% 1
2020
Q4 		$14.9M Sell
169,334
-5,129
-3% -$451K 11.95% 1
2020
Q3 		$15.4M Buy
174,463
+2,667
+2% +$236K 13.47% 1
2020
Q2 		$15.2M Buy
171,796
+11,202
+7% +$979K 14.06% 1
2020
Q1 		$13.7M Sell
160,594
-4,347
-3% -$369K 14.64% 1
2019
Q4 		$13.8M Buy
+164,941
New +$13.9M 12.87% 1

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

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

McNaughton Wealth Management increased its Vanguard Total Bond Market (BND) stake by 30% in Q2 2026, buying an estimated $5.72M and bringing the position to 337,236 shares worth $24.8M. The position accounts for 8.79% of the portfolio, ranked #2.

McNaughton Wealth Management first reported a position in BND in Q4 2019 and has held it in 27 quarters since. 1,825 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • McNaughton Wealth Management held 337,236 shares of Vanguard Total Bond Market worth $24.8M as of Q2 2026.
  • McNaughton Wealth Management bought 77,953 Vanguard Total Bond Market shares in Q2 2026, an estimated $5.72M.
  • Vanguard Total Bond Market made up 8.79% of McNaughton Wealth Management's portfolio in Q2 2026, its #2 holding.
  • McNaughton Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 27 quarters since.
  • 1,825 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.