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Whittier Trust’s Vanguard Total Bond Market BND Stock Holding History

Whittier Trust’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 		$180K Buy
2,462
+1,250
+103% +$91.7K ﹤0.01% 648
2026
Q1 		$89K Buy
1,212
+62
+5% +$4.6K ﹤0.01% 729
2025
Q4 		$85.3K Buy
1,150
+62
+6% +$4.62K ﹤0.01% 767
2025
Q3 		$80.8K Hold
1,088
– – ﹤0.01% 749
2025
Q2 		$80.1K Hold
1,088
– – ﹤0.01% 848
2025
Q1 		$79.9K Hold
1,088
– – ﹤0.01% 823
2024
Q4 		$78.2K Buy
1,088
+900
+479% +$65.8K ﹤0.01% 848
2024
Q3 		$14.1K Sell
188
-64
-25% -$4.74K ﹤0.01% 1200
2024
Q2 		$18.2K Sell
252
-14
-5% -$1K ﹤0.01% 1110
2024
Q1 		$19.3K Sell
266
-400
-60% -$29K ﹤0.01% 1141
2023
Q4 		$49K Sell
666
-11,085
-94% -$783K ﹤0.01% 922
2023
Q3 		$820K Sell
11,751
-2,153
-15% -$154K 0.01% 378
2023
Q2 		$1.01M Sell
13,904
-3,754
-21% -$275K 0.02% 351
2023
Q1 		$1.3M Sell
17,658
-4,418
-20% -$323K 0.02% 314
2022
Q4 		$1.59M Sell
22,076
-3,878
-15% -$278K 0.03% 295
2022
Q3 		$1.85M Buy
25,954
+3,200
+14% +$239K 0.04% 265
2022
Q2 		$1.71M Sell
22,754
-1,216
-5% -$92.5K 0.03% 287
2022
Q1 		$1.91M Buy
23,970
+6,965
+41% +$569K 0.03% 291
2021
Q4 		$1.44M Hold
17,005
– – 0.02% 317
2021
Q3 		$1.45M Hold
17,005
– – 0.03% 315
2021
Q2 		$1.46M Sell
17,005
-1,004
-6% -$85.6K 0.03% 314
2021
Q1 		$1.52M Sell
18,009
-356
-2% -$30.7K 0.03% 297
2020
Q4 		$1.62M Sell
18,365
-842
-4% -$74.1K 0.03% 272
2020
Q3 		$1.69M Sell
19,207
-512
-3% -$45.4K 0.04% 261
2020
Q2 		$1.74M Sell
19,719
-625
-3% -$54.6K 0.05% 238
2020
Q1 		$1.74M Buy
20,344
+2
+0% +$170 0.06% 227
2019
Q4 		$1.71M Buy
20,342
+4
+0% +$336 0.04% 248
2019
Q3 		$1.72M Buy
20,338
+4
+0% +$335 0.05% 240
2019
Q2 		$1.69M Sell
20,334
-138
-0.7% -$11.2K 0.05% 243
2019
Q1 		$1.66M Buy
20,472
+9,384
+85% +$749K 0.05% 245
2018
Q4 		$878K Sell
11,088
-2,944
-21% -$230K 0.03% 297
2018
Q3 		$1.1M Buy
14,032
+4
+0% +$316 0.03% 268
2018
Q2 		$1.11M Buy
14,028
+369
+3% +$29.2K 0.04% 269
2018
Q1 		$1.09M Sell
13,659
-173
-1% -$13.8K 0.04% 273
2017
Q4 		$1.13M Buy
13,832
+4
+0% +$327 0.04% 278
2017
Q3 		$1.13M Sell
13,828
-136
-1% -$11.2K 0.04% 267
2017
Q2 		$1.14M Sell
13,964
-229
-2% -$18.7K 0.04% 261
2017
Q1 		$1.15M Sell
14,193
-23
-0.2% -$1.86K 0.05% 255
2016
Q4 		$1.15M Sell
14,216
-580
-4% -$47.5K 0.05% 247
2016
Q3 		$1.24M Sell
14,796
-174
-1% -$14.6K 0.05% 239
2016
Q2 		$1.26M Sell
14,970
-118
-0.8% -$9.81K 0.06% 230
2016
Q1 		$1.25M Sell
15,088
-46
-0.3% -$3.76K 0.06% 230
2015
Q4 		$1.22M Sell
15,134
-1,428
-9% -$116K 0.06% 241
2015
Q3 		$1.36M Sell
16,562
-330
-2% -$26.9K 0.07% 218
2015
Q2 		$1.37M Sell
16,892
-9
-0.1% -$740 0.06% 229
2015
Q1 		$1.41M Sell
16,901
-2,653
-14% -$221K 0.06% 215
2014
Q4 		$1.61M Buy
19,554
+2,541
+15% +$210K 0.08% 196
2014
Q3 		$1.39M Sell
17,013
-187
-1% -$15.3K 0.07% 204
2014
Q2 		$1.41M Sell
17,200
-915
-5% -$74.8K 0.07% 200
2014
Q1 		$1.47M Sell
18,115
-285
-2% -$23.1K 0.08% 190
2013
Q4 		$1.47M Sell
18,400
-527
-3% -$42.6K 0.08% 187
2013
Q3 		$1.53M Sell
18,927
-222
-1% -$17.9K 0.08% 178
2013
Q2 		$1.55M Buy
+19,149
New +$1.59M 0.09% 173

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 Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Whittier Trust's BND Position: Q2 2026 in Review

Whittier Trust increased its Vanguard Total Bond Market (BND) stake by 103% in Q2 2026, buying an estimated $91.7K and bringing the position to 2,462 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Whittier Trust first reported a position in BND in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.91M in Q1 2022. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Whittier Trust held 2,462 shares of Vanguard Total Bond Market worth $180K as of Q2 2026.
  • Whittier Trust bought 1,250 Vanguard Total Bond Market shares in Q2 2026, an estimated $91.7K.
  • Vanguard Total Bond Market made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #648 holding.
  • Whittier Trust first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 53 quarters since.
  • Whittier Trust's Vanguard Total Bond Market position peaked at $1.91M in Q1 2022.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.