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

Winter & 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 		$332K Sell
4,524
-35,001
-89% -$2.57M 0.25% 60
2026
Q1 		$2.9M Sell
39,525
-16,151
-29% -$1.2M 2.54% 15
2025
Q4 		$4.12M Buy
+55,676
New +$4.14M 3.81% 8

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

Winter & Associates's BND Position: Q2 2026 in Review

Winter & Associates reduced its Vanguard Total Bond Market (BND) stake by 89% in Q2 2026, selling an estimated $2.57M and leaving 4,524 shares worth $332K. The position accounts for 0.25% of the portfolio, ranked #60.

Winter & Associates first reported a position in BND in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.12M in Q4 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Winter & Associates held 4,524 shares of Vanguard Total Bond Market worth $332K as of Q2 2026.
  • Winter & Associates sold 35,001 Vanguard Total Bond Market shares in Q2 2026, an estimated $2.57M.
  • Vanguard Total Bond Market made up 0.25% of Winter & Associates's portfolio in Q2 2026, its #60 holding.
  • Winter & Associates first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's Vanguard Total Bond Market position peaked at $4.12M in Q4 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.