Welch & Forbes’s Vanguard Total Bond Market BND Stock Holding History

Welch & Forbes’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	$771K	Sell	10,504 -252	-2%	-$18.5K	0.01%	251
2026 Q1	$792K	Sell	10,756 -2,113	-16%	-$157K	0.01%	238
2025 Q4	$953K	Sell	12,869 -249	-2%	-$18.5K	0.01%	231
2025 Q3	$976K	Sell	13,118 -700	-5%	-$51.5K	0.01%	227
2025 Q2	$1.02M	Buy	13,818 +1,445	+12%	+$105K	0.01%	225
2025 Q1	$909K	Hold	12,373	–	–	0.01%	229
2024 Q4	$890K	Hold	12,373	–	–	0.01%	235
2024 Q3	$929K	Buy	12,373 +5,653	+84%	+$418K	0.01%	231
2024 Q2	$484K	Sell	6,720 -330	-5%	-$23.6K	0.01%	289
2024 Q1	$512K	Buy	7,050 +140	+2%	+$10.2K	0.01%	286
2023 Q4	$508K	Sell	6,910 -630	-8%	-$44.5K	0.01%	283
2023 Q3	$526K	Buy	+7,540	New	+$538K	0.01%	274

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

Welch & Forbes's BND Position: Q2 2026 in Review

Welch & Forbes reduced its Vanguard Total Bond Market (BND) stake by 2.3% in Q2 2026, selling an estimated $18.5K and leaving 10,504 shares worth $771K. The position accounts for 0.01% of the portfolio, ranked #251.

Welch & Forbes first reported a position in BND in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q2 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Welch & Forbes held 10,504 shares of Vanguard Total Bond Market worth $771K as of Q2 2026.
Welch & Forbes sold 252 Vanguard Total Bond Market shares in Q2 2026, an estimated $18.5K.
Vanguard Total Bond Market made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #251 holding.
Welch & Forbes first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 12 quarters since.
Welch & Forbes's Vanguard Total Bond Market position peaked at $1.02M in Q2 2025.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.