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

Meridian Wealth Partners’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 		$1.46M Sell
19,881
-184
-0.9% -$13.7K 0.2% 34
2025
Q4 		$1.49M Buy
20,065
+85
+0.4% +$6.33K 0.2% 34
2025
Q3 		$1.49M Buy
19,980
+985
+5% +$72.5K 0.2% 34
2025
Q2 		$1.4M Buy
18,995
+624
+3% +$45.4K 0.2% 39
2025
Q1 		$1.35M Buy
18,371
+222
+1% +$16.1K 0.22% 37
2024
Q4 		$1.31M Buy
18,149
+1,050
+6% +$76.8K 0.2% 40
2024
Q3 		$1.28M Sell
17,099
-557
-3% -$41.2K 0.2% 41
2024
Q2 		$1.27M Sell
17,656
-28
-0.2% -$2K 0.22% 37
2024
Q1 		$1.28M Sell
17,684
-1,195
-6% -$86.7K 0.23% 36
2023
Q4 		$1.39M Buy
18,879
+630
+3% +$44.5K 0.27% 29
2023
Q3 		$1.27M Buy
18,249
+2,089
+13% +$149K 0.27% 30
2023
Q2 		$1.17M Buy
16,160
+12,643
+359% +$926K 0.24% 30
2023
Q1 		$260K Buy
3,517
+142
+4% +$10.4K 0.06% 78
2022
Q4 		$242K Sell
3,375
-239
-7% -$17.1K 0.06% 75
2022
Q3 		$258K Sell
3,614
-171
-5% -$12.8K 0.06% 66
2022
Q2 		$285K Sell
3,785
-892
-19% -$67.9K 0.07% 61
2022
Q1 		$372K Buy
4,677
+201
+4% +$16.4K 0.08% 52
2021
Q4 		$379K Buy
4,476
+17
+0.4% +$1.45K 0.08% 52
2021
Q3 		$381K Buy
4,459
+105
+2% +$9.06K 0.08% 47
2021
Q2 		$374K Buy
4,354
+80
+2% +$6.82K 0.09% 48
2021
Q1 		$362K Buy
4,274
+427
+11% +$36.8K 0.11% 45
2020
Q4 		$339K Buy
3,847
+298
+8% +$26.2K 0.14% 43
2020
Q3 		$313K Sell
3,549
-1,451
-29% -$129K 0.16% 39
2020
Q2 		$442K Sell
5,000
-494
-9% -$43.2K 0.24% 34
2020
Q1 		$469K Sell
5,494
-2,199
-29% -$187K 0.28% 30
2019
Q4 		$645K Buy
+7,693
New +$647K 0.4% 27

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 Partners's BND Position: Q1 2026 in Review

Meridian Wealth Partners reduced its Vanguard Total Bond Market (BND) stake by 0.92% in Q1 2026, selling an estimated $13.7K and leaving 19,881 shares worth $1.46M. The position accounts for 0.2% of the portfolio, ranked #34.

Meridian Wealth Partners first reported a position in BND in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.49M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Meridian Wealth Partners held 19,881 shares of Vanguard Total Bond Market worth $1.46M as of Q1 2026.
  • Meridian Wealth Partners sold 184 Vanguard Total Bond Market shares in Q1 2026, an estimated $13.7K.
  • Vanguard Total Bond Market made up 0.2% of Meridian Wealth Partners's portfolio in Q1 2026, its #34 holding.
  • Meridian Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 26 quarters since.
  • Meridian Wealth Partners's Vanguard Total Bond Market position peaked at $1.49M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.