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

Meridian 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
Q1 		$20.4M Buy
277,700
+5,639
+2% +$418K 0.72% 26
2025
Q4 		$20.2M Sell
272,061
-213,733
-44% -$15.9M 0.71% 26
2025
Q3 		$36.1M Buy
485,794
+23,883
+5% +$1.76M 1.38% 11
2025
Q2 		$34M Buy
461,911
+24,919
+6% +$1.81M 1.45% 10
2025
Q1 		$32.1M Buy
436,992
+78,146
+22% +$5.67M 1.55% 10
2024
Q4 		$25.8M Buy
358,846
+44,554
+14% +$3.26M 1.22% 13
2024
Q3 		$23.6M Buy
+314,292
New +$23.3M 1.16% 13
2024
Q1 		– Sell
-86,990
Closed -$6.4M – 222
2023
Q4 		$6.4M Buy
86,990
+48,817
+128% +$3.45M 0.41% 52
2023
Q3 		$2.66M Buy
38,173
+34,468
+930% +$2.46M 0.16% 122
2023
Q2 		$269K Sell
3,705
-683
-16% -$50K 0.02% 460
2023
Q1 		$324K Buy
4,388
+1,271
+41% +$93K 0.03% 409
2022
Q4 		$224K Sell
3,117
-259
-8% -$18.6K 0.02% 467
2022
Q3 		$241K Sell
3,376
-2,447
-42% -$183K 0.03% 414
2022
Q2 		$438K Buy
5,823
+2,967
+104% +$226K 0.04% 376
2022
Q1 		$227K Sell
2,856
-271
-9% -$22.1K 0.02% 354
2021
Q4 		$265K Sell
3,127
-254
-8% -$21.6K 0.03% 337
2021
Q3 		$289K Buy
3,381
+24
+0.7% +$2.07K 0.04% 311
2021
Q2 		$288K Buy
3,357
+208
+7% +$17.7K 0.04% 305
2021
Q1 		$267K Sell
3,149
-1,332
-30% -$115K 0.04% 294
2020
Q4 		$395K Sell
4,481
-1,269
-22% -$112K 0.06% 223
2020
Q3 		$507K Buy
5,750
+3,408
+146% +$302K 0.12% 141
2020
Q2 		$206K Buy
+2,342
New +$205K 0.07% 206
2019
Q3 		– Sell
-1,002
Closed -$833 – 228
2019
Q2 		$833 Buy
+1,002
New +$81.6K 0.03% 297

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

Meridian Wealth Management's BND Position: Q1 2026 in Review

Meridian Wealth Management increased its Vanguard Total Bond Market (BND) stake by 2.1% in Q1 2026, buying an estimated $418K and bringing the position to 277,700 shares worth $20.4M. The position accounts for 0.72% of the portfolio, ranked #26.

Meridian Wealth Management first reported a position in BND in Q2 2019 and has held it in 23 quarters since. The position peaked at $36.1M in Q3 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Meridian Wealth Management held 277,700 shares of Vanguard Total Bond Market worth $20.4M as of Q1 2026.
  • Meridian Wealth Management bought 5,639 Vanguard Total Bond Market shares in Q1 2026, an estimated $418K.
  • Vanguard Total Bond Market made up 0.72% of Meridian Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Meridian Wealth Management first reported a position in Vanguard Total Bond Market in Q2 2019 and has held it in 23 quarters since.
  • Meridian Wealth Management's Vanguard Total Bond Market position peaked at $36.1M in Q3 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.