TWM
BND icon

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

Tanager 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 		$7.83M Sell
106,623
-56,488
-35% -$4.15M 0.68% 29
2026
Q1 		$12M Sell
163,111
-24,494
-13% -$1.82M 1.16% 22
2025
Q4 		$13.9M Sell
187,605
-3,035
-2% -$226K 1.39% 21
2025
Q3 		$14.2M Sell
190,640
-2,903
-1% -$214K 1.49% 22
2025
Q2 		$14.3M Buy
193,543
+4,686
+2% +$341K 1.68% 17
2025
Q1 		$13.9M Buy
188,857
+5,110
+3% +$371K 1.8% 17
2024
Q4 		$13.2M Buy
183,747
+84,475
+85% +$6.18M 1.71% 17
2024
Q3 		$7.46M Sell
99,272
-4,536
-4% -$336K 1% 23
2024
Q2 		$7.48M Buy
103,808
+2,150
+2% +$154K 1.11% 22
2024
Q1 		$7.38M Buy
101,658
+4,261
+4% +$309K 1.19% 22
2023
Q4 		$7.16M Buy
97,397
+87,403
+875% +$6.17M 1.3% 21
2023
Q3 		$697K Sell
9,994
-27,818
-74% -$1.99M 0.14% 40
2023
Q2 		$2.75M Sell
37,812
-13,016
-26% -$953K 0.59% 27
2023
Q1 		$3.75M Buy
50,828
+9,316
+22% +$682K 0.89% 23
2022
Q4 		$2.98M Buy
41,512
+37,918
+1,055% +$2.72M 0.8% 26
2022
Q3 		$256K Sell
3,594
-376
-9% -$28.1K 0.2% 36
2022
Q2 		$299K Sell
3,970
-70,963
-95% -$5.4M 0.25% 33
2022
Q1 		$5.96M Sell
74,933
-79,453
-51% -$6.49M 4.49% 7
2021
Q4 		$13.1M Buy
+154,386
New +$13.1M 9.88% 3

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

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

Tanager Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 35% in Q2 2026, selling an estimated $4.15M and leaving 106,623 shares worth $7.83M. The position accounts for 0.68% of the portfolio, ranked #29.

Tanager Wealth Management first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.3M in Q2 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Tanager Wealth Management held 106,623 shares of Vanguard Total Bond Market worth $7.83M as of Q2 2026.
  • Tanager Wealth Management sold 56,488 Vanguard Total Bond Market shares in Q2 2026, an estimated $4.15M.
  • Vanguard Total Bond Market made up 0.68% of Tanager Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Tanager Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • Tanager Wealth Management's Vanguard Total Bond Market position peaked at $14.3M in Q2 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.