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

WCG 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
Q1 		$3.36M Sell
45,587
-46
-0.1% -$3.41K 0.09% 202
2025
Q4 		$3.38M Buy
45,633
+3,269
+8% +$243K 0.09% 196
2025
Q3 		$3.15M Sell
42,364
-348
-0.8% -$25.6K 0.2% 111
2025
Q2 		$3.14M Buy
42,712
+31,162
+270% +$2.27M 0.2% 114
2025
Q1 		$848K Sell
11,550
-6,273
-35% -$455K 0.06% 213
2024
Q4 		$1.28M Buy
17,823
+7,382
+71% +$540K 0.08% 186
2024
Q3 		$784K Sell
10,441
-876
-8% -$64.8K 0.05% 240
2024
Q2 		$815K Sell
11,317
-777
-6% -$55.6K 0.06% 213
2024
Q1 		$878K Sell
12,094
-2,416
-17% -$175K 0.07% 192
2023
Q4 		$1.07M Buy
14,510
+2,109
+17% +$149K 0.08% 197
2023
Q3 		$865K Buy
12,401
+1,246
+11% +$89K 0.06% 208
2023
Q2 		$811K Buy
11,155
+770
+7% +$56.4K 0.09% 120
2023
Q1 		$767K Sell
10,385
-553
-5% -$40.5K 0.1% 123
2022
Q4 		$786K Buy
10,938
+1,352
+14% +$96.8K 0.11% 119
2022
Q3 		$755K Buy
9,586
+5,723
+148% +$428K 0.1% 150
2022
Q2 		$291K Buy
+3,863
New +$294K 0.04% 218

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WCG Wealth Advisors's BND Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 0.1% in Q1 2026, selling an estimated $3.41K and leaving 45,587 shares worth $3.36M. The position accounts for 0.09% of the portfolio, ranked #202.

WCG Wealth Advisors first reported a position in BND in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.38M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • WCG Wealth Advisors held 45,587 shares of Vanguard Total Bond Market worth $3.36M as of Q1 2026.
  • WCG Wealth Advisors sold 46 Vanguard Total Bond Market shares in Q1 2026, an estimated $3.41K.
  • Vanguard Total Bond Market made up 0.09% of WCG Wealth Advisors's portfolio in Q1 2026, its #202 holding.
  • WCG Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2022 and has held it in 16 quarters since.
  • WCG Wealth Advisors's Vanguard Total Bond Market position peaked at $3.38M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.