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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Financial Advisors's BND Position: Q1 2026 in Review

Wells Financial Advisors reduced its Vanguard Total Bond Market (BND) stake by 61% in Q1 2026, selling an estimated $555K and leaving 4,692 shares worth $346K. The position accounts for 1.57% of the portfolio, ranked #20.

Wells Financial Advisors first reported a position in BND in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.31M in Q2 2023. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Wells Financial Advisors held 4,692 shares of Vanguard Total Bond Market worth $346K as of Q1 2026.
  • Wells Financial Advisors sold 7,479 Vanguard Total Bond Market shares in Q1 2026, an estimated $555K.
  • Vanguard Total Bond Market made up 1.57% of Wells Financial Advisors's portfolio in Q1 2026, its #20 holding.
  • Wells Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 14 quarters since.
  • Wells Financial Advisors's Vanguard Total Bond Market position peaked at $2.31M in Q2 2023.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.