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

Melfa 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	$628K	Buy	8,555 +4,550	+114%	+$334K	0.34%	67
2026 Q1	$295K	Hold	4,005	–	–	0.17%	120
2025 Q4	$297K	Hold	4,005	–	–	0.17%	126
2025 Q3	$298K	Sell	4,005 -150	-4%	-$11K	0.17%	133
2025 Q2	$306K	Hold	4,155	–	–	0.19%	124
2025 Q1	$305K	Buy	4,155 +50	+1%	+$3.63K	0.21%	119
2024 Q4	$295K	Hold	4,105	–	–	0.2%	125
2024 Q3	$308K	Buy	4,105 +134	+3%	+$9.92K	0.2%	119
2024 Q2	$286K	Buy	3,971 +5	+0.1%	+$358	0.2%	120
2024 Q1	$288K	Buy	+3,966	New	+$288K	0.21%	115

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

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

Melfa Wealth Management increased its Vanguard Total Bond Market (BND) stake by 114% in Q2 2026, buying an estimated $334K and bringing the position to 8,555 shares worth $628K. The position accounts for 0.34% of the portfolio, ranked #67.

Melfa Wealth Management first reported a position in BND in Q1 2024 and has held it in 10 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Melfa Wealth Management held 8,555 shares of Vanguard Total Bond Market worth $628K as of Q2 2026.
Melfa Wealth Management bought 4,550 Vanguard Total Bond Market shares in Q2 2026, an estimated $334K.
Vanguard Total Bond Market made up 0.34% of Melfa Wealth Management's portfolio in Q2 2026, its #67 holding.
Melfa Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 10 quarters since.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.