WE
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Wealth Effects’s Vanguard Total Bond Market BND Stock Holding History

Wealth Effects’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 		$671K Buy
9,111
+105
+1% +$7.79K 0.24% 84
2025
Q4 		$667K Buy
9,006
+160
+2% +$11.9K 0.21% 89
2025
Q3 		$658K Buy
8,846
+98
+1% +$7.22K 0.21% 87
2025
Q2 		$644K Sell
8,748
-193
-2% -$14K 0.24% 81
2025
Q1 		$657K Buy
8,941
+32
+0.4% +$2.32K 0.28% 74
2024
Q4 		$641K Sell
8,909
-832
-9% -$60.8K 0.23% 81
2024
Q3 		$732K Buy
9,741
+3,190
+49% +$236K 0.26% 80
2024
Q2 		$472K Buy
6,551
+821
+14% +$58.8K 0.17% 110
2024
Q1 		$416K Buy
5,730
+498
+10% +$36.1K 0.15% 122
2023
Q4 		$385K Buy
5,232
+692
+15% +$48.9K 0.14% 132
2023
Q3 		$317K Buy
4,540
+1,557
+52% +$111K 0.16% 128
2023
Q2 		$217K Buy
+2,983
New +$219K 0.1% 163

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

Wealth Effects's BND Position: Q1 2026 in Review

Wealth Effects increased its Vanguard Total Bond Market (BND) stake by 1.2% in Q1 2026, buying an estimated $7.79K and bringing the position to 9,111 shares worth $671K. The position accounts for 0.24% of the portfolio, ranked #84.

Wealth Effects first reported a position in BND in Q2 2023 and has held it in 12 quarters since. The position peaked at $732K in Q3 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Wealth Effects held 9,111 shares of Vanguard Total Bond Market worth $671K as of Q1 2026.
  • Wealth Effects bought 105 Vanguard Total Bond Market shares in Q1 2026, an estimated $7.79K.
  • Vanguard Total Bond Market made up 0.24% of Wealth Effects's portfolio in Q1 2026, its #84 holding.
  • Wealth Effects first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 12 quarters since.
  • Wealth Effects's Vanguard Total Bond Market position peaked at $732K in Q3 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.