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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
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
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

Medallion Wealth Advisors's BND Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 11% in Q1 2026, selling an estimated $101K and leaving 11,477 shares worth $845K. The position accounts for 0.28% of the portfolio, ranked #82.

Medallion Wealth Advisors first reported a position in BND in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2024. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Medallion Wealth Advisors held 11,477 shares of Vanguard Total Bond Market worth $845K as of Q1 2026.
  • Medallion Wealth Advisors sold 1,367 Vanguard Total Bond Market shares in Q1 2026, an estimated $101K.
  • Vanguard Total Bond Market made up 0.28% of Medallion Wealth Advisors's portfolio in Q1 2026, its #82 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Vanguard Total Bond Market position peaked at $1.05M in Q4 2024.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.