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

Private 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	$1.03M	Hold	14,095	–	–	0.24%	44
2026 Q1	$1.04M	Hold	14,095	–	–	0.27%	40
2025 Q4	$1.04M	Sell	14,095 -235	-2%	-$17.5K	0.28%	39
2025 Q3	$1.07M	Hold	14,330	–	–	0.29%	40
2025 Q2	$1.06M	Sell	14,330 -296	-2%	-$21.5K	0.35%	38
2025 Q1	$1.07M	Buy	14,626 +10	+0.1%	+$726	0.4%	32
2024 Q4	$1.05M	Buy	14,616 +681	+5%	+$49.8K	0.4%	33
2024 Q3	$1.05M	Buy	13,935 +11,125	+396%	+$823K	0.41%	34
2024 Q2	$202K	Hold	2,810	–	–	0.09%	73
2024 Q1	$204K	Buy	2,810 +2,135	+316%	+$155K	0.09%	68
2023 Q4	$49.6K	Buy	+675	New	+$47.7K	0.02%	156

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Private Wealth Management Group held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 14,095 shares worth $1.03M. The position accounts for 0.24% of the portfolio, ranked #44.

Private Wealth Management Group first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q1 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Private Wealth Management Group held 14,095 shares of Vanguard Total Bond Market worth $1.03M as of Q2 2026.
Private Wealth Management Group left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.24% of Private Wealth Management Group's portfolio in Q2 2026, its #44 holding.
Private Wealth Management Group first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Vanguard Total Bond Market position peaked at $1.07M in Q1 2025.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.