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

Shakespeare 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 		$1.3M Buy
17,669
+1,658
+10% +$122K 0.34% 26
2026
Q1 		$1.18M Buy
16,011
+18
+0.1% +$1.33K 0.28% 36
2025
Q4 		$1.18M Buy
15,993
+369
+2% +$27.5K 0.26% 39
2025
Q3 		$1.16M Sell
15,624
-5,726
-27% -$422K 0.26% 38
2025
Q2 		$1.57M Sell
21,350
-1,528
-7% -$111K 0.42% 31
2025
Q1 		$1.68M Sell
22,878
-3,015
-12% -$219K 0.45% 25
2024
Q4 		$1.86M Buy
25,893
+3,214
+14% +$235K 0.5% 24
2024
Q3 		$1.7M Sell
22,679
-3,778
-14% -$280K 0.45% 25
2024
Q2 		$1.91M Sell
26,457
-3,817
-13% -$273K 0.55% 23
2024
Q1 		$2.2M Sell
30,274
-8,579
-22% -$623K 0.64% 21
2023
Q4 		$2.86M Buy
38,853
+21,796
+128% +$1.54M 0.88% 19
2023
Q3 		$1.19M Buy
17,057
+9,562
+128% +$683K 0.42% 30
2023
Q2 		$545K Buy
7,495
+1,565
+26% +$115K 0.19% 48
2023
Q1 		$438K Sell
5,930
-5,834
-50% -$427K 0.16% 55
2022
Q4 		$845K Sell
11,764
-3,950
-25% -$283K 0.31% 36
2022
Q3 		$1.12M Sell
15,714
-23,690
-60% -$1.77M 0.47% 29
2022
Q2 		$2.95M Buy
39,404
+32,612
+480% +$2.48M 1.2% 18
2022
Q1 		$538K Buy
+6,792
New +$555K 0.19% 45

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

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

Shakespeare Wealth Management increased its Vanguard Total Bond Market (BND) stake by 10% in Q2 2026, buying an estimated $122K and bringing the position to 17,669 shares worth $1.3M. The position accounts for 0.34% of the portfolio, ranked #26.

Shakespeare Wealth Management first reported a position in BND in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.95M in Q2 2022. 1,817 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Shakespeare Wealth Management held 17,669 shares of Vanguard Total Bond Market worth $1.3M as of Q2 2026.
  • Shakespeare Wealth Management bought 1,658 Vanguard Total Bond Market shares in Q2 2026, an estimated $122K.
  • Vanguard Total Bond Market made up 0.34% of Shakespeare Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Shakespeare Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 18 quarters since.
  • Shakespeare Wealth Management's Vanguard Total Bond Market position peaked at $2.95M in Q2 2022.
  • 1,817 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.