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

The Wealth 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 		$1.29M Sell
17,568
-769
-4% -$56.4K 0.25% 32
2026
Q1 		$1.35M Sell
18,337
-319
-2% -$23.7K 0.31% 31
2025
Q4 		$1.38M Sell
18,656
-595
-3% -$44.3K 0.31% 30
2025
Q3 		$1.43M Buy
19,251
+78
+0.4% +$5.74K 0.33% 31
2025
Q2 		$1.41M Sell
19,173
-187
-1% -$13.6K 0.36% 33
2025
Q1 		$1.42M Sell
19,360
-70
-0.4% -$5.08K 0.42% 26
2024
Q4 		$1.4M Sell
19,430
-117
-0.6% -$8.55K 0.4% 25
2024
Q3 		$1.47M Sell
19,547
-5,670
-22% -$420K 0.43% 24
2024
Q2 		$1.82M Sell
25,217
-207
-0.8% -$14.8K 0.55% 22
2024
Q1 		$1.81M Buy
25,424
+1,328
+6% +$96.4K 0.56% 23
2023
Q4 		$1.75M Buy
+24,096
New +$1.7M 0.58% 23

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

The Wealth Group's BND Position: Q2 2026 in Review

The Wealth Group reduced its Vanguard Total Bond Market (BND) stake by 4.2% in Q2 2026, selling an estimated $56.4K and leaving 17,568 shares worth $1.29M. The position accounts for 0.25% of the portfolio, ranked #32.

The Wealth Group first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.82M in Q2 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • The Wealth Group held 17,568 shares of Vanguard Total Bond Market worth $1.29M as of Q2 2026.
  • The Wealth Group sold 769 Vanguard Total Bond Market shares in Q2 2026, an estimated $56.4K.
  • Vanguard Total Bond Market made up 0.25% of The Wealth Group's portfolio in Q2 2026, its #32 holding.
  • The Wealth Group first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • The Wealth Group's Vanguard Total Bond Market position peaked at $1.82M in Q2 2024.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.