Wescott Financial Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

Wescott Financial Advisory 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
2025 Q4	–	Sell	-3,466	Closed	-$258K	–	187
2025 Q3	$258K	Buy	+3,466	New	+$255K	0.02%	156
2023 Q2	–	Sell	-3,465	Closed	-$256K	–	163
2023 Q1	$256K	Sell	3,465 -97	-3%	-$7.1K	0.06%	132
2022 Q4	$256K	Sell	3,562 -649	-15%	-$46.5K	0.06%	129
2022 Q3	$300K	Buy	4,211 +121	+3%	+$9.05K	0.08%	111
2022 Q2	$308K	Buy	4,090 +42	+1%	+$3.2K	0.08%	108
2022 Q1	$322K	Hold	4,048	–	–	0.08%	103
2021 Q4	$343K	Hold	4,048	–	–	0.18%	52
2021 Q3	$346K	Buy	+4,048	New	+$349K	0.2%	48

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wescott Financial Advisory Group's BND Position: Q4 2025 in Review

Wescott Financial Advisory Group sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 3,466 shares — an estimated $258K sold.

Wescott Financial Advisory Group first reported a position in BND in Q3 2021 and held it in 8 quarters. The position peaked at $346K in Q3 2021. 1,796 funds tracked by Wall St. Rank hold BND as of Q4 2025.

Wescott Financial Advisory Group reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
Wescott Financial Advisory Group sold 3,466 Vanguard Total Bond Market shares in Q4 2025, an estimated $258K.
Wescott Financial Advisory Group first reported a position in Vanguard Total Bond Market in Q3 2021 and held it in 8 quarters.
Wescott Financial Advisory Group's Vanguard Total Bond Market position peaked at $346K in Q3 2021.
1,796 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Wescott Financial Advisory Group's 13F filing for Q4 2025, filed 12 Feb 2026.