MidAtlantic Capital Management’s Vanguard Total Bond Market BND Stock Holding History

MidAtlantic Capital Management’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	$1.18M	Buy	16,087 +10,037	+166%	+$737K	0.73%	39
2026 Q1	$446K	Sell	6,050 -172	-3%	-$12.8K	0.31%	63
2025 Q4	$461K	Buy	6,222 +271	+5%	+$20.2K	0.3%	59
2025 Q3	$443K	Hold	5,951	–	–	0.3%	61
2025 Q2	$438K	Buy	5,951 +207	+4%	+$15.1K	0.31%	63
2025 Q1	$422K	Hold	5,744	–	–	0.33%	61
2024 Q4	$413K	Buy	5,744 +163	+3%	+$11.9K	0.3%	60
2024 Q3	$419K	Hold	5,581	–	–	0.31%	63
2024 Q2	$402K	Buy	5,581 +1,127	+25%	+$80.7K	0.34%	58
2024 Q1	$323K	Sell	4,454 -5,096	-53%	-$370K	0.28%	64
2023 Q4	$702K	Buy	+9,550	New	+$674K	0.68%	38

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

MidAtlantic Capital Management's BND Position: Q2 2026 in Review

MidAtlantic Capital Management increased its Vanguard Total Bond Market (BND) stake by 166% in Q2 2026, buying an estimated $737K and bringing the position to 16,087 shares worth $1.18M. The position accounts for 0.73% of the portfolio, ranked #39.

MidAtlantic Capital Management first reported a position in BND in Q4 2023 and has held it in 11 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

MidAtlantic Capital Management held 16,087 shares of Vanguard Total Bond Market worth $1.18M as of Q2 2026.
MidAtlantic Capital Management bought 10,037 Vanguard Total Bond Market shares in Q2 2026, an estimated $737K.
Vanguard Total Bond Market made up 0.73% of MidAtlantic Capital Management's portfolio in Q2 2026, its #39 holding.
MidAtlantic Capital Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.