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Mitchell McLeod Pugh & Williams’s Vanguard Total Bond Market BND Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$2.19M Sell
29,824
-6,516
-18% -$478K 0.27% 79
2026
Q1 		$2.68M Buy
36,340
+7,750
+27% +$575K 0.39% 50
2025
Q4 		$2.12M Buy
28,590
+6,089
+27% +$453K 0.3% 64
2025
Q3 		$1.69M Sell
22,501
-415
-2% -$30.6K 0.27% 73
2025
Q2 		$1.69M Buy
22,916
+3,437
+18% +$250K 0.31% 69
2025
Q1 		$1.43M Sell
19,479
-3,612
-16% -$262K 0.3% 75
2024
Q4 		$1.66M Buy
23,091
+2,905
+14% +$212K 0.35% 59
2024
Q3 		$1.52M Buy
20,186
+724
+4% +$53.6K 0.32% 75
2024
Q2 		$1.4M Buy
19,462
+3,685
+23% +$264K 0.32% 74
2024
Q1 		$1.15M Sell
15,777
-2,500
-14% -$181K 0.28% 85
2023
Q4 		$1.34M Sell
18,277
-6,444
-26% -$455K 0.36% 71
2023
Q3 		$1.73M Sell
24,721
-1,296
-5% -$92.5K 0.51% 44
2023
Q2 		$1.89M Sell
26,017
-8,388
-24% -$614K 0.55% 43
2023
Q1 		$2.54M Buy
+34,405
New +$2.52M 0.79% 26
2022
Q4 		– Sell
-9,666
Closed -$689K – 250
2022
Q3 		$689K Buy
+9,666
New +$723K 0.27% 101

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

Mitchell McLeod Pugh & Williams's BND Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams reduced its Vanguard Total Bond Market (BND) stake by 18% in Q2 2026, selling an estimated $478K and leaving 29,824 shares worth $2.19M. The position accounts for 0.27% of the portfolio, ranked #79.

Mitchell McLeod Pugh & Williams first reported a position in BND in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.68M in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 29,824 shares of Vanguard Total Bond Market worth $2.19M as of Q2 2026.
  • Mitchell McLeod Pugh & Williams sold 6,516 Vanguard Total Bond Market shares in Q2 2026, an estimated $478K.
  • Vanguard Total Bond Market made up 0.27% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #79 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in Vanguard Total Bond Market in Q3 2022 and has held it in 15 quarters since.
  • Mitchell McLeod Pugh & Williams's Vanguard Total Bond Market position peaked at $2.68M in Q1 2026.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.