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

Ruedi 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
Q1 		$1.29M Buy
17,585
+2,680
+18% +$199K 0.33% 25
2025
Q4 		$1.1M Buy
14,905
+2,658
+22% +$198K 0.29% 27
2025
Q3 		$911K Sell
12,247
-1,829
-13% -$135K 0.26% 30
2025
Q2 		$1.04M Buy
14,076
+297
+2% +$21.6K 0.31% 28
2025
Q1 		$1.01M Buy
13,779
+2,039
+17% +$148K 0.32% 24
2024
Q4 		$844K Buy
11,740
+176
+2% +$12.9K 0.27% 24
2024
Q3 		$869K Buy
11,564
+172
+2% +$12.7K 0.3% 24
2024
Q2 		$821K Sell
11,392
-446
-4% -$31.9K 0.32% 24
2024
Q1 		$860K Sell
11,838
-472
-4% -$34.3K 0.36% 24
2023
Q4 		$905K Buy
12,310
+4,068
+49% +$287K 0.43% 23
2023
Q3 		$575K Buy
8,242
+377
+5% +$26.9K 0.33% 24
2023
Q2 		$572K Buy
7,865
+79
+1% +$5.79K 0.34% 24
2023
Q1 		$575K Buy
7,786
+1,190
+18% +$87.1K 0.37% 21
2022
Q4 		$562K Buy
+6,596
New +$472K 0.4% 20

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ruedi Wealth Management's BND Position: Q1 2026 in Review

Ruedi Wealth Management increased its Vanguard Total Bond Market (BND) stake by 18% in Q1 2026, buying an estimated $199K and bringing the position to 17,585 shares worth $1.29M. The position accounts for 0.33% of the portfolio, ranked #25.

Ruedi Wealth Management first reported a position in BND in Q4 2022 and has held it in 14 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Ruedi Wealth Management held 17,585 shares of Vanguard Total Bond Market worth $1.29M as of Q1 2026.
  • Ruedi Wealth Management bought 2,680 Vanguard Total Bond Market shares in Q1 2026, an estimated $199K.
  • Vanguard Total Bond Market made up 0.33% of Ruedi Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Ruedi Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 14 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.