WinCap Financial’s Vanguard Total Bond Market BND Stock Holding History

WinCap Financial’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	$266K	Buy	3,620 +3	+0.1%	+$220	0.14%	82
2026 Q1	$266K	Buy	3,617 +168	+5%	+$12.5K	0.18%	76
2025 Q4	$255K	Hold	3,449	–	–	0.18%	80
2025 Q3	$257K	Sell	3,449 -9	-0.3%	-$663	0.18%	79
2025 Q2	$255K	Sell	3,458 -1,068	-24%	-$77.7K	0.2%	80
2025 Q1	$332K	Buy	+4,526	New	+$328K	0.32%	69

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

WinCap Financial's BND Position: Q2 2026 in Review

WinCap Financial increased its Vanguard Total Bond Market (BND) stake by 0.08% in Q2 2026, buying an estimated $220 and bringing the position to 3,620 shares worth $266K. The position accounts for 0.14% of the portfolio, ranked #82.

WinCap Financial first reported a position in BND in Q1 2025 and has held it in 6 quarters since. The position peaked at $332K in Q1 2025. 1,825 funds tracked by Wall St. Rank hold BND as of Q2 2026.

WinCap Financial held 3,620 shares of Vanguard Total Bond Market worth $266K as of Q2 2026.
WinCap Financial bought 3 Vanguard Total Bond Market shares in Q2 2026, an estimated $220.
Vanguard Total Bond Market made up 0.14% of WinCap Financial's portfolio in Q2 2026, its #82 holding.
WinCap Financial first reported a position in Vanguard Total Bond Market in Q1 2025 and has held it in 6 quarters since.
WinCap Financial's Vanguard Total Bond Market position peaked at $332K in Q1 2025.
1,825 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.