NG
BND icon

Novem Group’s Vanguard Total Bond Market BND Stock Holding History

Novem 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 		$995K Sell
13,550
-947
-7% -$69.5K 0.1% 190
2026
Q1 		$1.07M Buy
14,497
+42
+0.3% +$3.12K 0.12% 155
2025
Q4 		$1.07M Buy
14,455
+681
+5% +$50.7K 0.12% 158
2025
Q3 		$1.02M Buy
13,774
+853
+7% +$62.8K 0.12% 160
2025
Q2 		$951K Sell
12,921
-2,850
-18% -$207K 0.12% 155
2025
Q1 		$1.16M Buy
15,771
+13,363
+555% +$970K 0.16% 106
2024
Q4 		$173K Buy
+2,408
New +$176K 0.03% 354

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

Novem Group's BND Position: Q2 2026 in Review

Novem Group reduced its Vanguard Total Bond Market (BND) stake by 6.5% in Q2 2026, selling an estimated $69.5K and leaving 13,550 shares worth $995K. The position accounts for 0.1% of the portfolio, ranked #190.

Novem Group first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q1 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Novem Group held 13,550 shares of Vanguard Total Bond Market worth $995K as of Q2 2026.
  • Novem Group sold 947 Vanguard Total Bond Market shares in Q2 2026, an estimated $69.5K.
  • Vanguard Total Bond Market made up 0.1% of Novem Group's portfolio in Q2 2026, its #190 holding.
  • Novem Group first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
  • Novem Group's Vanguard Total Bond Market position peaked at $1.16M in Q1 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.