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

Orgel 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
Q2 		$308K Buy
+4,197
New +$308K 0.01% 102
2026
Q1 		– Sell
-1,565,416
Closed -$116M – 96
2025
Q4 		$116M Buy
1,565,416
+73,739
+5% +$5.49M 2.56% 15
2025
Q3 		$111M Buy
1,491,677
+25,370
+2% +$1.87M 2.53% 16
2025
Q2 		$108M Sell
1,466,307
-819,487
-36% -$59.6M 2.6% 16
2025
Q1 		$168M Sell
2,285,794
-963,739
-30% -$69.9M 4.36% 10
2024
Q4 		$234M Sell
3,249,533
-993,546
-23% -$72.6M 6.1% 6
2024
Q3 		$319M Buy
4,243,079
+88,599
+2% +$6.56M 7.98% 4
2024
Q2 		$299M Sell
4,154,480
-63,767
-2% -$4.57M 8.08% 4
2024
Q1 		$306M Sell
4,218,247
-664,114
-14% -$48.2M 8.4% 4
2023
Q4 		$359M Buy
4,882,361
+39,292
+0.8% +$2.77M 10.62% 3
2023
Q3 		$338M Buy
4,843,069
+75,760
+2% +$5.41M 11.42% 3
2023
Q2 		$347M Buy
4,767,309
+987,085
+26% +$72.3M 11.45% 3
2023
Q1 		$279M Buy
3,780,224
+155,149
+4% +$11.4M 9.98% 3
2022
Q4 		$260M Buy
3,625,075
+438,587
+14% +$31.4M 10.01% 4
2022
Q3 		$227M Sell
3,186,488
-1,639,099
-34% -$123M 11.22% 4
2022
Q2 		$363M Buy
4,825,587
+921,744
+24% +$70.1M 20.55% 1
2022
Q1 		$311M Buy
+3,903,843
New +$319M 21.32% 1

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

Orgel Wealth Management's BND Position: Q2 2026 in Review

Orgel Wealth Management opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 4,197 shares worth $308K. The stake represents 0.01% of the portfolio and ranks #102 among its holdings. This is a return to the name: Orgel Wealth Management previously reported a position in BND as recently as Q4 2025.

Orgel Wealth Management first reported a position in BND in Q1 2022 and has held it in 17 quarters since. The position peaked at $363M in Q2 2022. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Orgel Wealth Management held 4,197 shares of Vanguard Total Bond Market worth $308K as of Q2 2026.
  • Vanguard Total Bond Market was a new Orgel Wealth Management position in Q2 2026.
  • Vanguard Total Bond Market made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Orgel Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 17 quarters since.
  • Orgel Wealth Management's Vanguard Total Bond Market position peaked at $363M in Q2 2022.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

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