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Meriwether Wealth & Planning’s Vanguard Total Bond Market BND Stock Holding History

Meriwether Wealth & Planning’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 		– Sell
-3,400
Closed -$250K – 124
2026
Q1 		$250K Hold
3,400
– – 0.14% 104
2025
Q4 		$252K Buy
3,400
+22
+0.7% +$1.64K 0.14% 102
2025
Q3 		$251K Hold
3,378
– – 0.15% 102
2025
Q2 		$249K Buy
+3,378
New +$246K 0.16% 101

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Meriwether Wealth & Planning's BND Position: Q2 2026 in Review

Meriwether Wealth & Planning sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 3,400 shares — an estimated $250K sold.

Meriwether Wealth & Planning first reported a position in BND in Q2 2025 and held it in 4 quarters. The position peaked at $252K in Q4 2025. 348 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Meriwether Wealth & Planning reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 3,400 Vanguard Total Bond Market shares in Q2 2026, an estimated $250K.
  • Meriwether Wealth & Planning first reported a position in Vanguard Total Bond Market in Q2 2025 and held it in 4 quarters.
  • Meriwether Wealth & Planning's Vanguard Total Bond Market position peaked at $252K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.