William Mack & Associates’s Vanguard Total Bond Market BND Stock Holding History

William Mack & Associates’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	$1.36M	Buy	18,540 +8,945	+93%	+$656K	0.48%	26
2026 Q1	$707K	Sell	9,595 -9,684	-50%	-$718K	0.4%	31
2025 Q4	$1.43M	Sell	19,279 -322	-2%	-$24K	0.67%	18
2025 Q3	$1.46M	Sell	19,601 -1,746	-8%	-$129K	0.78%	18
2025 Q2	$1.57M	Sell	21,347 -1,376	-6%	-$100K	1%	15
2025 Q1	$1.67M	Sell	22,723 -1,362	-6%	-$98.8K	1.43%	11
2024 Q4	$1.73M	Buy	+24,085	New	+$1.76M	1.81%	11

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

William Mack & Associates's BND Position: Q2 2026 in Review

William Mack & Associates increased its Vanguard Total Bond Market (BND) stake by 93% in Q2 2026, buying an estimated $656K and bringing the position to 18,540 shares worth $1.36M. The position accounts for 0.48% of the portfolio, ranked #26.

William Mack & Associates first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q4 2024. 1,817 funds tracked by Wall St. Rank hold BND as of Q2 2026.

William Mack & Associates held 18,540 shares of Vanguard Total Bond Market worth $1.36M as of Q2 2026.
William Mack & Associates bought 8,945 Vanguard Total Bond Market shares in Q2 2026, an estimated $656K.
Vanguard Total Bond Market made up 0.48% of William Mack & Associates's portfolio in Q2 2026, its #26 holding.
William Mack & Associates first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
William Mack & Associates's Vanguard Total Bond Market position peaked at $1.73M in Q4 2024.
1,817 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.