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

Wealth Dimensions 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	$609K	Hold	8,297	–	–	0.11%	91
2026 Q1	$611K	Buy	+8,297	New	+$616K	0.12%	92
2022 Q2	–	Sell	-3,218	Closed	-$256K	–	129
2022 Q1	$256K	Hold	3,218	–	–	0.12%	118
2021 Q4	$273K	Hold	3,218	–	–	0.13%	110
2021 Q3	$275K	Hold	3,218	–	–	0.18%	104
2021 Q2	$276K	Buy	3,218 +720	+29%	+$61.4K	0.19%	98
2021 Q1	$212K	Hold	2,498	–	–	0.16%	110
2020 Q4	$220K	Buy	+2,498	New	+$220K	0.19%	98

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

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

Wealth Dimensions Group held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 8,297 shares worth $609K. The position accounts for 0.11% of the portfolio, ranked #91.

Wealth Dimensions Group first reported a position in BND in Q4 2020 and has held it in 8 quarters since. The position peaked at $611K in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Wealth Dimensions Group held 8,297 shares of Vanguard Total Bond Market worth $609K as of Q2 2026.
Wealth Dimensions Group left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.11% of Wealth Dimensions Group's portfolio in Q2 2026, its #91 holding.
Wealth Dimensions Group first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 8 quarters since.
Wealth Dimensions Group's Vanguard Total Bond Market position peaked at $611K in Q1 2026.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.