MF
BND icon

Midwestern Financial’s Vanguard Total Bond Market BND Stock Holding History

Midwestern Financial’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 		$301K Sell
4,094
-266
-6% -$19.5K 0.21% 51
2026
Q1 		$321K Buy
4,360
+28
+0.6% +$2.08K 0.25% 48
2025
Q4 		$321K Sell
4,332
-243
-5% -$18.1K 0.27% 48
2025
Q3 		$340K Buy
4,575
+341
+8% +$25.1K 0.29% 48
2025
Q2 		$312K Buy
+4,234
New +$308K 0.29% 48

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

Midwestern Financial's BND Position: Q2 2026 in Review

Midwestern Financial reduced its Vanguard Total Bond Market (BND) stake by 6.1% in Q2 2026, selling an estimated $19.5K and leaving 4,094 shares worth $301K. The position accounts for 0.21% of the portfolio, ranked #51.

Midwestern Financial first reported a position in BND in Q2 2025 and has held it in 5 quarters since. The position peaked at $340K in Q3 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Midwestern Financial held 4,094 shares of Vanguard Total Bond Market worth $301K as of Q2 2026.
  • Midwestern Financial sold 266 Vanguard Total Bond Market shares in Q2 2026, an estimated $19.5K.
  • Vanguard Total Bond Market made up 0.21% of Midwestern Financial's portfolio in Q2 2026, its #51 holding.
  • Midwestern Financial first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 5 quarters since.
  • Midwestern Financial's Vanguard Total Bond Market position peaked at $340K in Q3 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Midwestern Financial's 13F filing for Q2 2026, filed 13 Aug 2026.