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WealthPLAN Partners’s Vanguard Total Bond Market BND Stock Holding History

WealthPLAN 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
Q2 		$229K Buy
+3,125
New +$229K 0.04% 202
2023
Q3 		– Sell
-106
Closed -$7.71K – 407
2023
Q2 		$7.71K Sell
106
-165
-61% -$12.1K ﹤0.01% 837
2023
Q1 		$20K Sell
271
-4,020
-94% -$294K ﹤0.01% 728
2022
Q4 		$312K Buy
+4,291
New +$307K 0.02% 308
2019
Q2 		– Sell
-3,137
Closed -$255K – 244
2019
Q1 		$255K Buy
3,137
+573
+22% +$45.8K 0.04% 220
2018
Q4 		$205K Sell
2,564
-293
-10% -$22.9K 0.03% 242
2018
Q3 		$223K Sell
2,857
-717
-20% -$56.7K 0.04% 223
2018
Q2 		$283K Sell
3,574
-252
-7% -$19.9K 0.06% 196
2018
Q1 		$305K Sell
3,826
-1,146
-23% -$91.7K 0.07% 203
2017
Q4 		$406K Sell
4,972
-82,912
-94% -$6.77M 0.11% 140
2017
Q3 		$7.2M Buy
87,884
+18,315
+26% +$1.5M 2.02% 8
2017
Q2 		$5.69M Buy
69,569
+69,463
+65,531% +$5.67M 1.64% 11
2017
Q1 		$8.61K Buy
+106
New +$8.57K 0.03% 287
2016
Q3 		$339K Sell
4,052
-2,872
-41% -$242K 0.11% 108
2016
Q2 		$187K Buy
+6,924
New +$575K 0.02% 404
2015
Q4 		$101K Buy
+1,250
New +$102K 0.02% 413
2015
Q2 		– Sell
-931
Closed -$78K – 436
2015
Q1 		$78K Buy
+931
New +$77.4K 0.04% 198

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

WealthPLAN Partners's BND Position: Q2 2026 in Review

WealthPLAN Partners opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 3,125 shares worth $229K. The stake represents 0.04% of the portfolio and ranks #202 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in BND as recently as Q2 2023.

WealthPLAN Partners first reported a position in BND in Q1 2015 and has held it in 17 quarters since. The position peaked at $7.2M in Q3 2017. 1,817 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • WealthPLAN Partners held 3,125 shares of Vanguard Total Bond Market worth $229K as of Q2 2026.
  • Vanguard Total Bond Market was a new WealthPLAN Partners position in Q2 2026.
  • Vanguard Total Bond Market made up 0.04% of WealthPLAN Partners's portfolio in Q2 2026, its #202 holding.
  • WealthPLAN Partners first reported a position in Vanguard Total Bond Market in Q1 2015 and has held it in 17 quarters since.
  • WealthPLAN Partners's Vanguard Total Bond Market position peaked at $7.2M in Q3 2017.
  • 1,817 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.