Western Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Western Wealth Management’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	$2.56M	Buy	34,844 +4,763	+16%	+$350K	0.08%	251
2026 Q1	$2.22M	Sell	30,081 -1,731	-5%	-$128K	0.08%	258
2025 Q4	$2.36M	Buy	31,812 +5,297	+20%	+$394K	0.11%	190
2025 Q3	$1.97M	Buy	26,515 +2,942	+12%	+$217K	0.1%	183
2025 Q2	$1.74M	Sell	23,573 -1,640	-7%	-$119K	0.1%	189
2025 Q1	$1.85M	Sell	25,213 -314	-1%	-$22.8K	0.12%	167
2024 Q4	$1.84M	Sell	25,527 -3,141	-11%	-$230K	0.1%	209
2024 Q3	$2.15M	Buy	28,668 +417	+1%	+$30.9K	0.12%	176
2024 Q2	$2.04M	Sell	28,251 -14,618	-34%	-$1.05M	0.15%	128
2024 Q1	$3.11M	Sell	42,869 -2,652	-6%	-$192K	0.24%	81
2023 Q4	$3.35M	Buy	45,521 +9,111	+25%	+$643K	0.24%	85
2023 Q3	$2.54M	Buy	36,410 +388	+1%	+$27.7K	0.21%	99
2023 Q2	$2.62M	Sell	36,022 -1,541	-4%	-$113K	0.22%	96
2023 Q1	$2.77M	Buy	37,563 +8,913	+31%	+$652K	0.26%	92
2022 Q4	$2.06M	Sell	28,650 -52,573	-65%	-$3.77M	0.21%	117
2022 Q3	$5.79M	Sell	81,223 -2,739	-3%	-$205K	0.33%	60
2022 Q2	$6.32M	Buy	83,962 +4,073	+5%	+$310K	0.36%	55
2022 Q1	$6.35M	Buy	79,889 +20,909	+35%	+$1.71M	0.31%	70
2021 Q4	$4.99M	Buy	+58,980	New	+$5.02M	0.49%	38
2021 Q2	$5.03M	Buy	58,553 +22,950	+64%	+$1.96M	0.52%	33
2021 Q1	$3.02M	Sell	35,603 -16,489	-32%	-$1.42M	0.41%	51
2020 Q4	$4.59M	Sell	52,092 -16,700	-24%	-$1.47M	0.67%	22
2020 Q3	$6.07M	Buy	68,792 +357	+0.5%	+$31.7K	0.99%	16
2020 Q2	$6.05M	Sell	68,435 -1,001	-1%	-$87.5K	1.1%	14
2020 Q1	$5.92M	Buy	69,436 +19,682	+40%	+$1.67M	1.36%	13
2019 Q4	$4.17M	Sell	49,754 -10,984	-18%	-$923K	0.63%	36
2019 Q3	$5.13M	Buy	60,738 +3,343	+6%	+$280K	1.07%	16
2019 Q2	$4.76M	Buy	57,395 +4,783	+9%	+$390K	0.63%	38
2019 Q1	$4.28M	Buy	52,612 +7,356	+16%	+$587K	0.95%	20
2018 Q4	$3.59M	Buy	+45,256	New	+$3.54M	0.96%	22

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

Western Wealth Management's BND Position: Q2 2026 in Review

Western Wealth Management increased its Vanguard Total Bond Market (BND) stake by 16% in Q2 2026, buying an estimated $350K and bringing the position to 34,844 shares worth $2.56M. The position accounts for 0.08% of the portfolio, ranked #251.

Western Wealth Management first reported a position in BND in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.35M in Q1 2022. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Western Wealth Management held 34,844 shares of Vanguard Total Bond Market worth $2.56M as of Q2 2026.
Western Wealth Management bought 4,763 Vanguard Total Bond Market shares in Q2 2026, an estimated $350K.
Vanguard Total Bond Market made up 0.08% of Western Wealth Management's portfolio in Q2 2026, its #251 holding.
Western Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's Vanguard Total Bond Market position peaked at $6.35M in Q1 2022.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.