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

National Wealth Management Group’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 		$407K Buy
5,547
+91
+2% +$6.68K 0.13% 140
2026
Q1 		$402K Sell
5,456
-819
-13% -$60.8K 0.15% 138
2025
Q4 		$465K Sell
6,275
-6,364
-50% -$474K 0.16% 133
2025
Q3 		$940K Buy
12,639
+448
+4% +$33K 0.35% 62
2025
Q2 		$898K Sell
12,191
-1,479
-11% -$108K 0.5% 41
2025
Q1 		$1M Sell
13,670
-147
-1% -$10.7K 0.66% 32
2024
Q4 		$994K Sell
13,817
-15,911
-54% -$1.16M 0.66% 34
2024
Q3 		$2.23M Sell
29,728
-984
-3% -$72.8K 1.51% 19
2024
Q2 		$2.21M Sell
30,712
-9,392
-23% -$673K 1.69% 16
2024
Q1 		$2.91M Sell
40,104
-2,876
-7% -$209K 2.27% 11
2023
Q4 		$3.16M Sell
42,980
-796
-2% -$56.2K 3.06% 4
2023
Q3 		$3.05M Sell
43,776
-1,596
-4% -$114K 3.32% 2
2023
Q2 		$3.26M Sell
45,372
-15,402
-25% -$1.13M 3.39% 3
2023
Q1 		$4.48M Buy
60,774
+14,617
+32% +$1.07M 5.12% 1
2022
Q4 		$3.32M Sell
46,157
-28
-0.1% -$2.01K 3.98% 3
2022
Q3 		$3.29M Buy
46,185
+11,394
+33% +$853K 4.28% 3
2022
Q2 		$2.62M Buy
34,791
+1,404
+4% +$107K 3.3% 6
2022
Q1 		$2.66M Sell
33,387
-612
-2% -$50K 2.56% 7
2021
Q4 		$2.88M Buy
+33,999
New +$2.9M 2.7% 3

Other funds holding BND

SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

National Wealth Management Group's BND Position: Q2 2026 in Review

National Wealth Management Group increased its Vanguard Total Bond Market (BND) stake by 1.7% in Q2 2026, buying an estimated $6.68K and bringing the position to 5,547 shares worth $407K. The position accounts for 0.13% of the portfolio, ranked #140.

National Wealth Management Group first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.48M in Q1 2023. 531 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • National Wealth Management Group held 5,547 shares of Vanguard Total Bond Market worth $407K as of Q2 2026.
  • National Wealth Management Group bought 91 Vanguard Total Bond Market shares in Q2 2026, an estimated $6.68K.
  • Vanguard Total Bond Market made up 0.13% of National Wealth Management Group's portfolio in Q2 2026, its #140 holding.
  • National Wealth Management Group first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • National Wealth Management Group's Vanguard Total Bond Market position peaked at $4.48M in Q1 2023.
  • 531 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.