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Midwest Trust’s Vanguard Total Bond Market BND Stock Holding History

Midwest Trust’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 		$1.47M Sell
19,930
-7,814
-28% -$580K 0.02% 318
2025
Q4 		$2.05M Buy
27,744
+231
+0.8% +$17.2K 0.03% 281
2025
Q3 		$2.05M Buy
27,513
+6,718
+32% +$495K 0.03% 284
2025
Q2 		$1.53M Buy
+20,795
New +$1.51M 0.02% 299

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Midwest Trust's BND Position: Q1 2026 in Review

Midwest Trust reduced its Vanguard Total Bond Market (BND) stake by 28% in Q1 2026, selling an estimated $580K and leaving 19,930 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #318.

Midwest Trust first reported a position in BND in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.05M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Midwest Trust held 19,930 shares of Vanguard Total Bond Market worth $1.47M as of Q1 2026.
  • Midwest Trust sold 7,814 Vanguard Total Bond Market shares in Q1 2026, an estimated $580K.
  • Vanguard Total Bond Market made up 0.02% of Midwest Trust's portfolio in Q1 2026, its #318 holding.
  • Midwest Trust first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Vanguard Total Bond Market position peaked at $2.05M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.