Modern Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Modern Wealth 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	$2.95M	Sell	40,138 -9,720	-19%	-$721K	0.05%	259
2025 Q4	$3.69M	Sell	49,858 -10,705	-18%	-$797K	0.07%	220
2025 Q3	$4.5M	Sell	60,563 -12,426	-17%	-$915K	0.09%	191
2025 Q2	$5.37M	Sell	72,989 -3,177	-4%	-$231K	0.13%	158
2025 Q1	$5.59M	Sell	76,166 -5,033	-6%	-$365K	0.18%	113
2024 Q4	$5.84M	Buy	81,199 +9,735	+14%	+$712K	0.22%	93
2024 Q3	$5.37M	Sell	71,464 -100	-0.1%	-$7.4K	0.33%	60
2024 Q2	$5.16M	Buy	71,564 +2,136	+3%	+$153K	0.38%	46
2024 Q1	$5.04M	Buy	69,428 +5,049	+8%	+$366K	0.47%	32
2023 Q4	$4.74M	Buy	+64,379	New	+$4.55M	0.6%	27

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

Modern Wealth Management's BND Position: Q1 2026 in Review

Modern Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 19% in Q1 2026, selling an estimated $721K and leaving 40,138 shares worth $2.95M. The position accounts for 0.05% of the portfolio, ranked #259.

Modern Wealth Management first reported a position in BND in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.84M in Q4 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Modern Wealth Management held 40,138 shares of Vanguard Total Bond Market worth $2.95M as of Q1 2026.
Modern Wealth Management sold 9,720 Vanguard Total Bond Market shares in Q1 2026, an estimated $721K.
Vanguard Total Bond Market made up 0.05% of Modern Wealth Management's portfolio in Q1 2026, its #259 holding.
Modern Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's Vanguard Total Bond Market position peaked at $5.84M in Q4 2024.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.