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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WMG Financial Advisors's BND Position: Q1 2026 in Review

WMG Financial Advisors increased its Vanguard Total Bond Market (BND) stake by 1.8% in Q1 2026, buying an estimated $80.6K and bringing the position to 60,515 shares worth $4.46M. The position accounts for 1.86% of the portfolio, ranked #13.

WMG Financial Advisors first reported a position in BND in Q4 2021 and has held it in 17 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • WMG Financial Advisors held 60,515 shares of Vanguard Total Bond Market worth $4.46M as of Q1 2026.
  • WMG Financial Advisors bought 1,087 Vanguard Total Bond Market shares in Q1 2026, an estimated $80.6K.
  • Vanguard Total Bond Market made up 1.86% of WMG Financial Advisors's portfolio in Q1 2026, its #13 holding.
  • WMG Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 17 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.