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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
Q2 		$1.07M Sell
14,566
-5,364
-27% -$394K 0.01% 352
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 $1.81T 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

Midwest Trust's BND Position: Q2 2026 in Review

Midwest Trust reduced its Vanguard Total Bond Market (BND) stake by 27% in Q2 2026, selling an estimated $394K and leaving 14,566 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #352.

Midwest Trust first reported a position in BND in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.05M in Q4 2025. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Midwest Trust held 14,566 shares of Vanguard Total Bond Market worth $1.07M as of Q2 2026.
  • Midwest Trust sold 5,364 Vanguard Total Bond Market shares in Q2 2026, an estimated $394K.
  • Vanguard Total Bond Market made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #352 holding.
  • Midwest Trust first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Vanguard Total Bond Market position peaked at $2.05M in Q4 2025.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.