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

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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. 1,821 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.
  • 1,821 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.