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WMG Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

WMG Financial Advisors’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 		$4.43M Sell
60,282
-233
-0.4% -$17.1K 1.67% 13
2026
Q1 		$4.46M Buy
60,515
+1,087
+2% +$80.6K 1.86% 13
2025
Q4 		$4.4M Buy
59,428
+275
+0.5% +$20.5K 1.81% 9
2025
Q3 		$4.4M Sell
59,153
-274
-0.5% -$20.2K 1.47% 10
2025
Q2 		$4.38M Buy
59,427
+148
+0.2% +$10.8K 1.62% 11
2025
Q1 		$4.35M Buy
59,279
+6,761
+13% +$491K 1.85% 9
2024
Q4 		$3.78M Buy
52,518
+846
+2% +$61.9K 1.63% 12
2024
Q3 		$3.88M Sell
51,672
-1,615
-3% -$120K 1.75% 11
2024
Q2 		$3.84M Buy
53,287
+297
+0.6% +$21.3K 2.03% 8
2024
Q1 		$3.85M Buy
52,990
+14,481
+38% +$1.05M 2.2% 8
2023
Q4 		$2.83M Buy
+38,509
New +$2.72M 1.85% 9
2023
Q3 		– Sell
-34,575
Closed -$2.51M – 104
2023
Q2 		$2.51M Sell
34,575
-403
-1% -$29.5K 1.85% 11
2023
Q1 		$2.58M Sell
34,978
-74
-0.2% -$5.42K 2.14% 7
2022
Q4 		$2.52M Sell
35,052
-880
-2% -$63K 2.14% 7
2022
Q3 		$2.56M Buy
35,932
+2,087
+6% +$156K 2.31% 6
2022
Q2 		$2.55M Buy
33,845
+7,511
+29% +$572K 2.21% 8
2022
Q1 		$2.09M Buy
26,334
+476
+2% +$38.9K 1.54% 13
2021
Q4 		$2.19M Buy
+25,858
New +$2.2M 1.71% 10

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

WMG Financial Advisors's BND Position: Q2 2026 in Review

WMG Financial Advisors reduced its Vanguard Total Bond Market (BND) stake by 0.39% in Q2 2026, selling an estimated $17.1K and leaving 60,282 shares worth $4.43M. The position accounts for 1.67% of the portfolio, ranked #13.

WMG Financial Advisors first reported a position in BND in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.46M in Q1 2026. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • WMG Financial Advisors held 60,282 shares of Vanguard Total Bond Market worth $4.43M as of Q2 2026.
  • WMG Financial Advisors sold 233 Vanguard Total Bond Market shares in Q2 2026, an estimated $17.1K.
  • Vanguard Total Bond Market made up 1.67% of WMG Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • WMG Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 18 quarters since.
  • WMG Financial Advisors's Vanguard Total Bond Market position peaked at $4.46M in Q1 2026.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.