MFG
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Merit Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Merit Financial Group’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 		$91.7M Buy
1,249,034
+201,851
+19% +$14.8M 0.56% 38
2026
Q1 		$77.1M Buy
1,047,183
+31,327
+3% +$2.32M 0.57% 39
2025
Q4 		$75.2M Sell
1,015,856
-20,753
-2% -$1.54M 0.6% 37
2025
Q3 		$77.1M Buy
1,036,609
+125,736
+14% +$9.26M 0.71% 29
2025
Q2 		$67.1M Buy
910,873
+13,505
+2% +$982K 0.75% 28
2025
Q1 		$65.9M Buy
897,368
+568,399
+173% +$41.3M 0.99% 23
2024
Q4 		$23.7M Buy
328,969
+87,175
+36% +$6.37M 0.43% 42
2024
Q3 		$18.2M Buy
241,794
+76,627
+46% +$5.67M 0.41% 39
2024
Q2 		$11.9M Sell
165,167
-38,584
-19% -$2.76M 0.26% 68
2024
Q1 		$14.5M Buy
203,751
+80,656
+66% +$5.85M 0.35% 47
2023
Q4 		$9.05M Buy
123,095
+34,445
+39% +$2.43M 0.28% 50
2023
Q3 		$6.19M Buy
88,650
+42,087
+90% +$3M 0.2% 79
2023
Q2 		$3.38M Buy
46,563
+19,246
+70% +$1.41M 0.11% 143
2023
Q1 		$2.02M Sell
27,317
-802
-3% -$58.7K 0.07% 206
2022
Q4 		$2.02M Sell
28,119
-175
-0.6% -$12.5K 0.07% 195
2022
Q3 		$2.02M Sell
28,294
-30,205
-52% -$2.26M 0.09% 157
2022
Q2 		$4.4M Buy
58,499
+32,760
+127% +$2.49M 0.14% 98
2022
Q1 		$2.05M Buy
+25,739
New +$2.1M 0.12% 103
2021
Q3 		– Sell
-3,410
Closed -$293K – 268
2021
Q2 		$293K Buy
3,410
+720
+27% +$61.4K 0.03% 213
2021
Q1 		$228K Buy
+2,690
New +$232K 0.02% 215
2019
Q3 		– Sell
-23,936
Closed -$3.55M – 139
2019
Q2 		$3.55M Sell
23,936
-3,364
-12% -$274K 0.42% 9
2019
Q1 		$3.83M Sell
27,300
-48,917
-64% -$3.91M 0.47% 11
2018
Q4 		$7.51M Sell
76,217
-3,088
-4% -$241K 1.13% 7
2018
Q3 		$8.38M Buy
79,305
+3,723
+5% +$294K 1.34% 5
2018
Q2 		$7.81M Sell
75,582
-3,125
-4% -$247K 1.4% 6
2018
Q1 		$8.13M Buy
78,707
+41,665
+112% +$3.34M 1.6% 6
2017
Q4 		$4.96M Buy
+37,042
New +$3.03M 1.06% 6

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Merit Financial Group's BND Position: Q2 2026 in Review

Merit Financial Group increased its Vanguard Total Bond Market (BND) stake by 19% in Q2 2026, buying an estimated $14.8M and bringing the position to 1,249,034 shares worth $91.7M. The position accounts for 0.56% of the portfolio, ranked #38.

Merit Financial Group first reported a position in BND in Q4 2017 and has held it in 27 quarters since. 348 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Merit Financial Group held 1,249,034 shares of Vanguard Total Bond Market worth $91.7M as of Q2 2026.
  • Merit Financial Group bought 201,851 Vanguard Total Bond Market shares in Q2 2026, an estimated $14.8M.
  • Vanguard Total Bond Market made up 0.56% of Merit Financial Group's portfolio in Q2 2026, its #38 holding.
  • Merit Financial Group first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 27 quarters since.
  • 348 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.