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MGO Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

MGO Private Wealth’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 		$2.06M Buy
28,572
+2,538
+10% +$186K 9.96% 2
2026
Q1 		$1.92M Sell
26,034
-146,854
-85% -$10.9M 10.3% 2
2025
Q4 		$12.8M Sell
172,888
-531
-0.3% -$39.5K 7.93% 2
2025
Q3 		$12.9M Buy
173,419
+13,743
+9% +$1.01M 7.73% 2
2025
Q2 		$11.8M Buy
159,676
+2,694
+2% +$196K 7.53% 2
2025
Q1 		$11.5M Buy
156,982
+4,747
+3% +$345K 8.13% 2
2024
Q4 		$10.9M Buy
152,235
+16,400
+12% +$1.2M 7.79% 2
2024
Q3 		$10.2M Sell
135,835
-5,902
-4% -$437K 7.26% 4
2024
Q2 		$10.2M Buy
141,737
+10,077
+8% +$722K 6.41% 4
2024
Q1 		$9.56M Buy
131,660
+7,683
+6% +$558K 6% 4
2023
Q4 		$9.12M Sell
123,977
-87,680
-41% -$6.19M 6.27% 3
2023
Q3 		$14.8M Buy
211,657
+13,244
+7% +$945K 11.03% 2
2023
Q2 		$14.4M Buy
198,413
+23,104
+13% +$1.69M 10.86% 2
2023
Q1 		$12.9M Buy
175,309
+21,903
+14% +$1.6M 10.15% 2
2022
Q4 		$11M Buy
153,406
+21,199
+16% +$1.52M 5.03% 3
2022
Q3 		$9.43M Buy
+132,207
New +$9.89M 4.49% 4

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

MGO Private Wealth's BND Position: Q2 2026 in Review

MGO Private Wealth increased its Vanguard Total Bond Market (BND) stake by 9.7% in Q2 2026, buying an estimated $186K and bringing the position to 28,572 shares worth $2.06M. The position accounts for 9.96% of the portfolio, ranked #2.

MGO Private Wealth first reported a position in BND in Q3 2022 and has held it in 16 quarters since. The position peaked at $14.8M in Q3 2023. 1,825 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • MGO Private Wealth held 28,572 shares of Vanguard Total Bond Market worth $2.06M as of Q2 2026.
  • MGO Private Wealth bought 2,538 Vanguard Total Bond Market shares in Q2 2026, an estimated $186K.
  • Vanguard Total Bond Market made up 9.96% of MGO Private Wealth's portfolio in Q2 2026, its #2 holding.
  • MGO Private Wealth first reported a position in Vanguard Total Bond Market in Q3 2022 and has held it in 16 quarters since.
  • MGO Private Wealth's Vanguard Total Bond Market position peaked at $14.8M in Q3 2023.
  • 1,825 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on MGO Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.