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 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 $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MidAtlantic Capital Management's BND Position: Q1 2026 in Review

MidAtlantic Capital Management reduced its Vanguard Total Bond Market (BND) stake by 2.8% in Q1 2026, selling an estimated $12.8K and leaving 6,050 shares worth $446K. The position accounts for 0.31% of the portfolio, ranked #63.

MidAtlantic Capital Management first reported a position in BND in Q4 2023 and has held it in 10 quarters since. The position peaked at $702K in Q4 2023. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

MidAtlantic Capital Management held 6,050 shares of Vanguard Total Bond Market worth $446K as of Q1 2026.
MidAtlantic Capital Management sold 172 Vanguard Total Bond Market shares in Q1 2026, an estimated $12.8K.
Vanguard Total Bond Market made up 0.31% of MidAtlantic Capital Management's portfolio in Q1 2026, its #63 holding.
MidAtlantic Capital Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
MidAtlantic Capital Management's Vanguard Total Bond Market position peaked at $702K in Q4 2023.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.