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Money Concepts Capital’s Vanguard Total Bond Market BND Stock Holding History

Money Concepts Capital’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 		$1.69M Buy
23,005
+288
+1% +$21.1K 0.08% 225
2026
Q1 		$1.67M Buy
22,717
+5,795
+34% +$430K 0.09% 208
2025
Q4 		$1.25M Sell
16,922
-806
-5% -$60K 0.07% 240
2025
Q3 		$1.32M Sell
17,728
-606
-3% -$44.6K 0.08% 221
2025
Q2 		$1.35M Sell
18,334
-26
-0.1% -$1.89K 0.09% 203
2025
Q1 		$1.35M Sell
18,360
-3,440
-16% -$250K 0.1% 186
2024
Q4 		$1.57M Buy
21,800
+5,888
+37% +$430K 0.12% 167
2024
Q3 		$1.2M Buy
15,912
+2,601
+20% +$192K 0.09% 191
2024
Q2 		$959K Buy
13,311
+5,074
+62% +$363K 0.08% 210
2024
Q1 		$598K Buy
8,237
+2,381
+41% +$173K 0.06% 269
2023
Q4 		$431K Buy
5,856
+1,623
+38% +$115K 0.04% 296
2023
Q3 		$295K Buy
+4,233
New +$302K 0.03% 296
2023
Q2 		– Sell
-27,418
Closed -$255K – 375
2023
Q1 		$255K Buy
27,418
+14,447
+111% +$1.06M 0.01% 376
2022
Q4 		$932K Buy
12,971
+5,653
+77% +$405K 0.04% 309
2022
Q3 		$522K Buy
7,318
+163
+2% +$12.2K 0.03% 289
2022
Q2 		$542K Sell
7,155
-21,349
-75% -$1.62M 0.05% 264
2022
Q1 		$2.27M Buy
28,504
+11,062
+63% +$904K 0.13% 174
2021
Q4 		$1.48M Buy
+17,442
New +$1.49M 0.13% 159
2021
Q1 		$1.58M Buy
18,597
+246
+1% +$21.2K 0.13% 168
2020
Q4 		$1.62M Buy
+18,351
New +$1.61M 0.15% 142

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 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Money Concepts Capital's BND Position: Q2 2026 in Review

Money Concepts Capital increased its Vanguard Total Bond Market (BND) stake by 1.3% in Q2 2026, buying an estimated $21.1K and bringing the position to 23,005 shares worth $1.69M. The position accounts for 0.08% of the portfolio, ranked #225.

Money Concepts Capital first reported a position in BND in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.27M in Q1 2022. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Money Concepts Capital held 23,005 shares of Vanguard Total Bond Market worth $1.69M as of Q2 2026.
  • Money Concepts Capital bought 288 Vanguard Total Bond Market shares in Q2 2026, an estimated $21.1K.
  • Vanguard Total Bond Market made up 0.08% of Money Concepts Capital's portfolio in Q2 2026, its #225 holding.
  • Money Concepts Capital first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Vanguard Total Bond Market position peaked at $2.27M in Q1 2022.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.