WFA
BND icon

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

Wells 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 		– Sell
-4,692
Closed -$346K – 43
2026
Q1 		$346K Sell
4,692
-7,479
-61% -$555K 1.57% 20
2025
Q4 		$902K Sell
12,171
-9,025
-43% -$672K 1.71% 17
2025
Q3 		$1.58M Sell
21,196
-590
-3% -$43.4K 2.11% 15
2025
Q2 		$1.6M Sell
21,786
-4,468
-17% -$325K 2.2% 16
2025
Q1 		$1.93M Buy
26,254
+2,150
+9% +$156K 2.66% 15
2024
Q4 		$1.73M Buy
24,104
+902
+4% +$65.9K 2.36% 15
2024
Q3 		$1.74M Sell
23,202
-400
-2% -$29.6K 2.35% 15
2024
Q2 		$1.7M Sell
23,602
-190
-0.8% -$13.6K 1.12% 23
2024
Q1 		$1.73M Sell
23,792
-577
-2% -$41.9K 1.18% 21
2023
Q4 		$1.79M Sell
24,369
-7,632
-24% -$539K 1.3% 19
2023
Q3 		$2.23M Buy
32,001
+182
+0.6% +$13K 1.74% 17
2023
Q2 		$2.31M Buy
31,819
+13,136
+70% +$962K 1.75% 17
2023
Q1 		$1.38M Sell
18,683
-1,300
-7% -$95.1K 1.1% 20
2022
Q4 		$1.44M Buy
+19,983
New +$1.43M 1.19% 19

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

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

Wells Financial Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 4,692 shares — an estimated $346K sold.

Wells Financial Advisors first reported a position in BND in Q4 2022 and held it in 14 quarters. The position peaked at $2.31M in Q2 2023. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Wells Financial Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
  • Wells Financial Advisors sold 4,692 Vanguard Total Bond Market shares in Q2 2026, an estimated $346K.
  • Wells Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 14 quarters.
  • Wells Financial Advisors's Vanguard Total Bond Market position peaked at $2.31M in Q2 2023.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.