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Melone Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

Melone Private Wealth’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
2025
Q4 		– Sell
-2,809
Closed -$209K – 59
2025
Q3 		$209K Buy
2,809
+24
+0.9% +$1.77K 0.09% 56
2025
Q2 		$204K Buy
2,785
+24
+0.9% +$1.75K 0.1% 50
2025
Q1 		$203K Sell
2,761
-61
-2% -$4.43K 0.11% 48
2024
Q4 		$203K Buy
2,822
+30
+1% +$2.19K 0.11% 51
2024
Q3 		$210K Sell
2,792
-898
-24% -$66.5K 0.11% 49
2024
Q2 		$266K Buy
3,690
+21
+0.6% +$1.5K 0.16% 45
2024
Q1 		$266K Sell
3,669
-1,305
-26% -$94.7K 0.16% 45
2023
Q4 		$366K Sell
4,974
-7,023
-59% -$496K 0.23% 44
2023
Q3 		$837K Buy
11,997
+27
+0.2% +$1.93K 0.6% 31
2023
Q2 		$870K Buy
11,970
+26
+0.2% +$1.91K 0.61% 31
2023
Q1 		$889K Sell
11,944
-4,744
-28% -$347K 0.68% 30
2022
Q4 		$1.2M Sell
16,688
-3,826
-19% -$274K 1.02% 26
2022
Q3 		$1.46M Buy
20,514
+50
+0.2% +$3.74K 1.28% 24
2022
Q2 		$1.53M Buy
20,464
+47
+0.2% +$3.58K 1.3% 24
2022
Q1 		$1.57M Sell
20,417
-14,990
-42% -$1.22M 1.28% 24
2021
Q4 		$3M Buy
+35,407
New +$3.02M 2.26% 16

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Melone Private Wealth's BND Position: Q4 2025 in Review

Melone Private Wealth sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 2,809 shares — an estimated $209K sold.

Melone Private Wealth first reported a position in BND in Q4 2021 and held it in 16 quarters. The position peaked at $3M in Q4 2021. 1,788 funds tracked by Wall St. Rank hold BND as of Q4 2025.

  • Melone Private Wealth reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
  • Melone Private Wealth sold 2,809 Vanguard Total Bond Market shares in Q4 2025, an estimated $209K.
  • Melone Private Wealth first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 16 quarters.
  • Melone Private Wealth's Vanguard Total Bond Market position peaked at $3M in Q4 2021.
  • 1,788 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Melone Private Wealth's 13F filing for Q4 2025, filed 7 Jan 2026.