WWM
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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
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 0.12% 160
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
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

Western Wealth Management's BND Position: Q1 2026 in Review

Western Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 5.4% in Q1 2026, selling an estimated $128K and leaving 30,081 shares worth $2.22M. The position accounts for 0.08% of the portfolio, ranked #258.

Western Wealth Management first reported a position in BND in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.35M in Q1 2022. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Western Wealth Management held 30,081 shares of Vanguard Total Bond Market worth $2.22M as of Q1 2026.
  • Western Wealth Management sold 1,731 Vanguard Total Bond Market shares in Q1 2026, an estimated $128K.
  • Vanguard Total Bond Market made up 0.08% of Western Wealth Management's portfolio in Q1 2026, its #258 holding.
  • Western Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Vanguard Total Bond Market position peaked at $6.35M in Q1 2022.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.