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WealthCare Investment Partners’s Vanguard Total Bond Market BND Stock Holding History

WealthCare Investment Partners’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 		$1.7M Buy
23,060
+1,002
+5% +$74.3K 0.47% 57
2025
Q4 		$1.63M Buy
22,058
+1,412
+7% +$105K 0.48% 61
2025
Q3 		$1.53M Buy
20,646
+2,019
+11% +$149K 0.5% 63
2025
Q2 		$1.36M Buy
18,627
+487
+3% +$35.4K 0.49% 61
2025
Q1 		$1.31M Buy
18,140
+423
+2% +$30.7K 0.56% 52
2024
Q4 		$1.27M Buy
17,717
+321
+2% +$23.5K 0.56% 49
2024
Q3 		$1.29M Sell
17,396
-123
-0.7% -$9.1K 0.56% 48
2024
Q2 		$1.26M Buy
17,519
+470
+3% +$33.7K 0.59% 45
2024
Q1 		$1.24M Buy
17,049
+1,031
+6% +$74.8K 0.6% 43
2023
Q4 		$1.17M Buy
16,018
+47
+0.3% +$3.32K 0.64% 43
2023
Q3 		$1.1M Buy
15,971
+593
+4% +$42.3K 0.67% 39
2023
Q2 		$1.11M Sell
15,378
-1,527
-9% -$112K 0.66% 41
2023
Q1 		$1.25M Buy
16,905
+12,375
+273% +$906K 0.76% 39
2022
Q4 		$325K Sell
4,530
-10,010
-69% -$717K 0.22% 84
2022
Q3 		$1.04M Buy
14,540
+373
+3% +$27.9K 0.86% 35
2022
Q2 		$1.07M Buy
14,167
+6,502
+85% +$495K 0.91% 37
2022
Q1 		$595K Buy
7,665
+1,856
+32% +$152K 0.53% 52
2021
Q4 		$492K Buy
+5,809
New +$495K 0.48% 49

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

WealthCare Investment Partners's BND Position: Q1 2026 in Review

WealthCare Investment Partners increased its Vanguard Total Bond Market (BND) stake by 4.5% in Q1 2026, buying an estimated $74.3K and bringing the position to 23,060 shares worth $1.7M. The position accounts for 0.47% of the portfolio, ranked #57.

WealthCare Investment Partners first reported a position in BND in Q4 2021 and has held it in 18 quarters since. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • WealthCare Investment Partners held 23,060 shares of Vanguard Total Bond Market worth $1.7M as of Q1 2026.
  • WealthCare Investment Partners bought 1,002 Vanguard Total Bond Market shares in Q1 2026, an estimated $74.3K.
  • Vanguard Total Bond Market made up 0.47% of WealthCare Investment Partners's portfolio in Q1 2026, its #57 holding.
  • WealthCare Investment Partners first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 18 quarters since.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.