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Valley Wealth Managers’s Vanguard Total Bond Market BND Stock Holding History

Valley Wealth Managers’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 		$69.8K Sell
951
-220
-19% -$16.1K ﹤0.01% 211
2026
Q1 		$86.2K Sell
1,171
-81
-6% -$6.01K 0.01% 191
2025
Q4 		$92.7K Sell
1,252
-130
-9% -$9.68K 0.01% 192
2025
Q3 		$103K Sell
1,382
-124
-8% -$9.13K 0.01% 182
2025
Q2 		$111K Sell
1,506
-146
-9% -$10.6K 0.01% 179
2025
Q1 		$121K Hold
1,652
– – 0.01% 181
2024
Q4 		$119K Sell
1,652
-180
-10% -$13.2K 0.01% 188
2024
Q3 		$138K Sell
1,832
-196
-10% -$14.5K 0.01% 186
2024
Q2 		$146K Sell
2,028
-288
-12% -$20.6K 0.01% 192
2024
Q1 		$168K Sell
2,316
-150
-6% -$10.9K 0.01% 186
2023
Q4 		$181K Sell
2,466
-274
-10% -$19.3K 0.01% 183
2023
Q3 		$191K Sell
2,740
-5,870
-68% -$419K 0.02% 185
2023
Q2 		$626K Sell
8,610
-471
-5% -$34.5K 0.06% 115
2023
Q1 		$670K Sell
9,081
-999
-10% -$73.1K 0.06% 116
2022
Q4 		$724K Sell
10,080
-1,236
-11% -$88.5K 0.07% 115
2022
Q3 		$807K Sell
11,316
-1,076
-9% -$80.5K 0.08% 112
2022
Q2 		$933K Buy
+12,392
New +$943K 0.09% 113

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

Valley Wealth Managers's BND Position: Q2 2026 in Review

Valley Wealth Managers reduced its Vanguard Total Bond Market (BND) stake by 19% in Q2 2026, selling an estimated $16.1K and leaving 951 shares worth $69.8K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Valley Wealth Managers first reported a position in BND in Q2 2022 and has held it in 17 quarters since. The position peaked at $933K in Q2 2022. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Valley Wealth Managers held 951 shares of Vanguard Total Bond Market worth $69.8K as of Q2 2026.
  • Valley Wealth Managers sold 220 Vanguard Total Bond Market shares in Q2 2026, an estimated $16.1K.
  • Vanguard Total Bond Market made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #211 holding.
  • Valley Wealth Managers first reported a position in Vanguard Total Bond Market in Q2 2022 and has held it in 17 quarters since.
  • Valley Wealth Managers's Vanguard Total Bond Market position peaked at $933K in Q2 2022.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.