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

Vertrix 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	$215K	Buy	+2,923	New	+$214K	0.07%	100

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Vertrix Wealth Management opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 2,923 shares worth $215K. The stake represents 0.07% of the portfolio and ranks #100 among its holdings.

1,813 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Vertrix Wealth Management held 2,923 shares of Vanguard Total Bond Market worth $215K as of Q2 2026.
Vanguard Total Bond Market was a new Vertrix Wealth Management position in Q2 2026.
Vanguard Total Bond Market made up 0.07% of Vertrix Wealth Management's portfolio in Q2 2026, its #100 holding.
1,813 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.