WealthPlan Investment Management’s Vanguard Total Bond Market BND Stock Holding History

WealthPlan Investment 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	$318K	Buy	+4,335	New	+$318K	0.02%	391
2026 Q1	–	Sell	-4,142	Closed	-$307K	–	459
2025 Q4	$307K	Buy	4,142 +479	+13%	+$35.7K	0.02%	312
2025 Q3	$272K	Buy	3,663 +86	+2%	+$6.33K	0.02%	285
2025 Q2	$263K	Buy	+3,577	New	+$260K	0.02%	302
2023 Q3	–	Sell	-20	Closed	-$1.45K	–	179
2023 Q2	$1.45K	Hold	20	–	–	﹤0.01%	328
2023 Q1	$1.48K	Sell	20 -4,271	-100%	-$313K	﹤0.01%	399
2022 Q4	$314K	Buy	+4,291	New	+$307K	0.02%	308

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

WealthPlan Investment Management's BND Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 4,335 shares worth $318K. The stake represents 0.02% of the portfolio and ranks #391 among its holdings. This is a return to the name: WealthPlan Investment Management previously reported a position in BND as recently as Q4 2025.

WealthPlan Investment Management first reported a position in BND in Q4 2022 and has held it in 7 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

WealthPlan Investment Management held 4,335 shares of Vanguard Total Bond Market worth $318K as of Q2 2026.
Vanguard Total Bond Market was a new WealthPlan Investment Management position in Q2 2026.
Vanguard Total Bond Market made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #391 holding.
WealthPlan Investment Management first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 7 quarters since.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.