Medallion Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Medallion Wealth Advisors’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	$617K	Sell	8,404 -3,073	-27%	-$225K	0.19%	111
2026 Q1	$845K	Sell	11,477 -1,367	-11%	-$101K	0.28%	82
2025 Q4	$951K	Sell	12,844 -197	-2%	-$14.7K	0.32%	76
2025 Q3	$970K	Sell	13,041 -169	-1%	-$12.4K	0.34%	71
2025 Q2	$970K	Buy	13,210 +124	+0.9%	+$9.02K	0.37%	66
2025 Q1	$961K	Sell	13,086 -1,354	-9%	-$98.3K	0.44%	52
2024 Q4	$1.05M	Buy	+14,440	New	+$1.06M	0.52%	43

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

Medallion Wealth Advisors's BND Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 27% in Q2 2026, selling an estimated $225K and leaving 8,404 shares worth $617K. The position accounts for 0.19% of the portfolio, ranked #111.

Medallion Wealth Advisors first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2024. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Medallion Wealth Advisors held 8,404 shares of Vanguard Total Bond Market worth $617K as of Q2 2026.
Medallion Wealth Advisors sold 3,073 Vanguard Total Bond Market shares in Q2 2026, an estimated $225K.
Vanguard Total Bond Market made up 0.19% of Medallion Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Medallion Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Total Bond Market position peaked at $1.05M in Q4 2024.
1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.