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Whitaker-Myers Wealth Managers’s Vanguard Total Bond Market BND Stock Holding History

Whitaker-Myers Wealth Managers’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
Q3 		– Sell
-6,115
Closed -$450K – 121
2025
Q2 		$450K Sell
6,115
-384
-6% -$27.9K 0.11% 81
2025
Q1 		$477K Sell
6,499
-3,763
-37% -$273K 0.13% 63
2024
Q4 		$738K Buy
10,262
+287
+3% +$21K 0.22% 50
2024
Q3 		$749K Buy
9,975
+1,534
+18% +$114K 0.25% 47
2024
Q2 		$608K Sell
8,441
-4,233
-33% -$303K 0.22% 50
2024
Q1 		$921K Buy
12,674
+4,492
+55% +$326K 0.39% 44
2023
Q4 		$602K Sell
8,182
-2,498
-23% -$176K 0.3% 50
2023
Q3 		$745K Sell
10,680
-3,404
-24% -$243K 0.46% 39
2023
Q2 		$1.02M Buy
14,084
+1,895
+16% +$139K 0.69% 31
2023
Q1 		$900K Sell
12,189
-12,130
-50% -$888K 0.7% 33
2022
Q4 		$1.75M Buy
+24,319
New +$1.74M 1.67% 18

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Whitaker-Myers Wealth Managers's BND Position: Q3 2025 in Review

Whitaker-Myers Wealth Managers sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 6,115 shares — an estimated $450K sold.

Whitaker-Myers Wealth Managers first reported a position in BND in Q4 2022 and held it in 11 quarters. The position peaked at $1.75M in Q4 2022. 1,654 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 6,115 Vanguard Total Bond Market shares in Q3 2025, an estimated $450K.
  • Whitaker-Myers Wealth Managers first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 11 quarters.
  • Whitaker-Myers Wealth Managers's Vanguard Total Bond Market position peaked at $1.75M in Q4 2022.
  • 1,654 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2025, filed 16 Oct 2025.