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Wiser Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Wiser Wealth Management’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 		$12.4M Buy
169,482
+21,115
+14% +$1.55M 2.38% 11
2026
Q1 		$10.9M Sell
148,367
-664
-0.4% -$49.3K 2.36% 11
2025
Q4 		$11M Sell
149,031
-2,512
-2% -$187K 2.45% 11
2025
Q3 		$11.3M Buy
151,543
+3,530
+2% +$260K 2.58% 11
2025
Q2 		$10.9M Sell
148,013
-1,323
-0.9% -$96.2K 2.73% 11
2025
Q1 		$11M Buy
149,336
+4,084
+3% +$296K 3.08% 11
2024
Q4 		$10.4M Buy
145,252
+84,862
+141% +$6.2M 2.93% 11
2024
Q3 		$4.54M Buy
60,390
+10,947
+22% +$810K 1.3% 11
2024
Q2 		$3.56M Buy
49,443
+44,757
+955% +$3.21M 1.1% 11
2024
Q1 		$340K Sell
4,686
-32,484
-87% -$2.36M 0.11% 23
2023
Q4 		$2.71M Buy
37,170
+24,318
+189% +$1.72M 0.99% 12
2023
Q3 		$897K Buy
12,852
+287
+2% +$20.5K 0.36% 23
2023
Q2 		$913K Buy
12,565
+971
+8% +$71.1K 0.37% 23
2023
Q1 		$856K Buy
11,594
+373
+3% +$27.3K 0.37% 22
2022
Q4 		$806K Buy
11,221
+3,591
+47% +$257K 0.37% 24
2022
Q3 		$544K Sell
7,630
-2,489
-25% -$186K 0.28% 24
2022
Q2 		$762K Buy
10,119
+2,817
+39% +$214K 0.39% 26
2022
Q1 		$5.81M Buy
+7,302
New +$596K 2.68% 13

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

Wiser Wealth Management's BND Position: Q2 2026 in Review

Wiser Wealth Management increased its Vanguard Total Bond Market (BND) stake by 14% in Q2 2026, buying an estimated $1.55M and bringing the position to 169,482 shares worth $12.4M. The position accounts for 2.38% of the portfolio, ranked #11.

Wiser Wealth Management first reported a position in BND in Q1 2022 and has held it in 18 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Wiser Wealth Management held 169,482 shares of Vanguard Total Bond Market worth $12.4M as of Q2 2026.
  • Wiser Wealth Management bought 21,115 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.55M.
  • Vanguard Total Bond Market made up 2.38% of Wiser Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Wiser Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 18 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.