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WFA of San Diego’s Vanguard Total Bond Market BND Stock Holding History

WFA of San Diego’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 		$4.97M Buy
67,525
+4,558
+7% +$338K 3.99% 3
2025
Q4 		$4.66M Buy
62,967
+3,392
+6% +$252K 3.41% 3
2025
Q3 		$4.43M Sell
59,575
-451
-0.8% -$33.2K 3.03% 4
2025
Q2 		$4.42M Buy
+60,026
New +$4.37M 3.25% 4
2024
Q3 		$2.61M Buy
34,704
+1,902
+6% +$141K 2.2% 8
2024
Q2 		$2.36M Buy
+32,802
New +$2.35M 2.11% 9
2023
Q3 		$1.86M Buy
26,697
+9,774
+58% +$698K 1.93% 10
2023
Q2 		$1.23M Sell
16,923
-7,775
-31% -$570K 1.21% 20
2023
Q1 		$1.82M Buy
24,698
+1,878
+8% +$137K 1.91% 15
2022
Q4 		$1.64M Buy
22,820
+264
+1% +$18.9K 1.25% 17
2022
Q3 		$1.61M Buy
22,556
+6,218
+38% +$465K 1.45% 16
2022
Q2 		$1.23M Buy
16,338
+427
+3% +$32.5K 1.05% 22
2022
Q1 		$1.27M Sell
15,911
-345
-2% -$28.2K 0.96% 26
2021
Q4 		$1.38M Buy
16,256
+258
+2% +$22K 0.8% 30
2021
Q3 		$1.37M Buy
15,998
+975
+6% +$84.2K 0.96% 25
2021
Q2 		$1.29M Buy
15,023
+559
+4% +$47.7K 1% 25
2021
Q1 		$1.23M Buy
14,464
+394
+3% +$34K 1.02% 25
2020
Q4 		$88 Buy
14,070
+596
+4% +$52.4K 0.02% 60
2020
Q3 		$1.19M Buy
13,474
+802
+6% +$71.1K 1.12% 22
2020
Q2 		$1.12M Buy
+12,672
New +$1.11M 0.26% 92

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

WFA of San Diego's BND Position: Q1 2026 in Review

WFA of San Diego increased its Vanguard Total Bond Market (BND) stake by 7.2% in Q1 2026, buying an estimated $338K and bringing the position to 67,525 shares worth $4.97M. The position accounts for 3.99% of the portfolio, ranked #3.

WFA of San Diego first reported a position in BND in Q2 2020 and has held it in 20 quarters since. 1,763 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • WFA of San Diego held 67,525 shares of Vanguard Total Bond Market worth $4.97M as of Q1 2026.
  • WFA of San Diego bought 4,558 Vanguard Total Bond Market shares in Q1 2026, an estimated $338K.
  • Vanguard Total Bond Market made up 3.99% of WFA of San Diego's portfolio in Q1 2026, its #3 holding.
  • WFA of San Diego first reported a position in Vanguard Total Bond Market in Q2 2020 and has held it in 20 quarters since.
  • 1,763 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.