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Websterrogers Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Websterrogers Financial Advisors’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 		$2.12M Buy
28,940
+514
+2% +$37.7K 0.54% 33
2026
Q1 		$2.09M Buy
28,426
+2,526
+10% +$187K 0.6% 31
2025
Q4 		$1.92M Buy
25,900
+8,259
+47% +$615K 0.56% 31
2025
Q3 		$1.31M Buy
17,641
+468
+3% +$34.5K 0.39% 39
2025
Q2 		$1.26M Buy
17,173
+383
+2% +$27.9K 0.4% 39
2025
Q1 		$1.23M Buy
16,790
+1,858
+12% +$135K 0.42% 37
2024
Q4 		$1.07M Sell
14,932
-1,239
-8% -$90.6K 0.37% 38
2024
Q3 		$1.21M Buy
16,171
+6,066
+60% +$449K 0.43% 36
2024
Q2 		$728K Sell
10,105
-294
-3% -$21.1K 0.26% 44
2024
Q1 		$755K Buy
10,399
+2,342
+29% +$170K 0.27% 45
2023
Q4 		$593K Sell
8,057
-2,787
-26% -$197K 0.25% 41
2023
Q3 		$757K Sell
10,844
-445
-4% -$31.8K 0.33% 40
2023
Q2 		$821K Sell
11,289
-1,290
-10% -$94.5K 0.36% 38
2023
Q1 		$929K Sell
12,579
-1,591
-11% -$116K 0.43% 35
2022
Q4 		$1.02M Sell
14,170
-7,277
-34% -$521K 0.49% 33
2022
Q3 		$1.53M Sell
21,447
-72,422
-77% -$5.42M 0.8% 18
2022
Q2 		$7.07M Sell
93,869
-51,762
-36% -$3.94M 3.45% 9
2022
Q1 		$11.5M Sell
145,631
-36,415
-20% -$2.97M 5.9% 3
2021
Q4 		$15.4M Buy
182,046
+7,853
+5% +$669K 3.49% 6
2021
Q3 		$14.9M Buy
174,193
+24,765
+17% +$2.14M 3.45% 6
2021
Q2 		$13M Buy
149,428
+19,378
+15% +$1.65M 3.1% 7
2021
Q1 		$11M Buy
130,050
+14,146
+12% +$1.22M 2.98% 8
2020
Q4 		$10.1M Buy
+115,904
New +$10.2M 2.96% 8

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

Websterrogers Financial Advisors's BND Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Vanguard Total Bond Market (BND) stake by 1.8% in Q2 2026, buying an estimated $37.7K and bringing the position to 28,940 shares worth $2.12M. The position accounts for 0.54% of the portfolio, ranked #33.

Websterrogers Financial Advisors first reported a position in BND in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.4M in Q4 2021. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Websterrogers Financial Advisors held 28,940 shares of Vanguard Total Bond Market worth $2.12M as of Q2 2026.
  • Websterrogers Financial Advisors bought 514 Vanguard Total Bond Market shares in Q2 2026, an estimated $37.7K.
  • Vanguard Total Bond Market made up 0.54% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Websterrogers Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 23 quarters since.
  • Websterrogers Financial Advisors's Vanguard Total Bond Market position peaked at $15.4M in Q4 2021.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.