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WESCAP Management Group’s Vanguard Total Bond Market BND Stock Holding History

WESCAP Management Group’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 		$543K Hold
7,403
– – 0.1% 90
2026
Q1 		$545K Sell
7,403
-2,448
-25% -$182K 0.11% 88
2025
Q4 		$730K Buy
+9,851
New +$733K 0.15% 76

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

WESCAP Management Group's BND Position: Q2 2026 in Review

WESCAP Management Group held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 7,403 shares worth $543K. The position accounts for 0.1% of the portfolio, ranked #90.

WESCAP Management Group first reported a position in BND in Q4 2025 and has held it in 3 quarters since. The position peaked at $730K in Q4 2025. 1,816 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • WESCAP Management Group held 7,403 shares of Vanguard Total Bond Market worth $543K as of Q2 2026.
  • WESCAP Management Group left its Vanguard Total Bond Market share count unchanged in Q2 2026.
  • Vanguard Total Bond Market made up 0.1% of WESCAP Management Group's portfolio in Q2 2026, its #90 holding.
  • WESCAP Management Group first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 3 quarters since.
  • WESCAP Management Group's Vanguard Total Bond Market position peaked at $730K in Q4 2025.
  • 1,816 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on WESCAP Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.