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Tandem Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Tandem Wealth Advisors’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 		$1.71M Sell
23,241
-8,386
-27% -$615K 0.68% 19
2026
Q1 		$2.33M Sell
31,627
-10,042
-24% -$745K 1.04% 14
2025
Q4 		$3.09M Buy
41,669
+840
+2% +$62.5K 1.38% 13
2025
Q3 		$3.04M Buy
40,829
+2,774
+7% +$204K 1.44% 14
2025
Q2 		$2.8M Buy
38,055
+1,045
+3% +$76K 1.39% 14
2025
Q1 		$2.72M Buy
37,010
+858
+2% +$62.3K 1.42% 15
2024
Q4 		$2.6M Buy
36,152
+3,510
+11% +$257K 1.33% 15
2024
Q3 		$2.45M Buy
32,642
+1,010
+3% +$74.7K 1.24% 15
2024
Q2 		$2.28M Buy
31,632
+867
+3% +$62.1K 1.22% 15
2024
Q1 		$2.23M Sell
30,765
-102
-0.3% -$7.4K 1.23% 15
2023
Q4 		$2.27M Sell
30,867
-156
-0.5% -$11K 1.31% 15
2023
Q3 		$2.16M Buy
31,023
+216
+0.7% +$15.4K 1.32% 15
2023
Q2 		$2.24M Buy
30,807
+42
+0.1% +$3.08K 1.35% 15
2023
Q1 		$2.27M Buy
30,765
+730
+2% +$53.4K 1.41% 15
2022
Q4 		$2.16M Buy
+30,035
New +$2.15M 1.37% 16

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

Tandem Wealth Advisors's BND Position: Q2 2026 in Review

Tandem Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 27% in Q2 2026, selling an estimated $615K and leaving 23,241 shares worth $1.71M. The position accounts for 0.68% of the portfolio, ranked #19.

Tandem Wealth Advisors first reported a position in BND in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.09M in Q4 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Tandem Wealth Advisors held 23,241 shares of Vanguard Total Bond Market worth $1.71M as of Q2 2026.
  • Tandem Wealth Advisors sold 8,386 Vanguard Total Bond Market shares in Q2 2026, an estimated $615K.
  • Vanguard Total Bond Market made up 0.68% of Tandem Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Tandem Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 15 quarters since.
  • Tandem Wealth Advisors's Vanguard Total Bond Market position peaked at $3.09M in Q4 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Tandem Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.