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WMS Group’s Vanguard Total Bond Market BND Stock Holding History

WMS Group’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 		$708K Hold
9,651
– – 0.91% 31
2026
Q1 		$711K Sell
9,651
-164
-2% -$12.2K 1.03% 26
2025
Q4 		$727K Buy
+9,815
New +$731K 0.92% 28

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

WMS Group's BND Position: Q2 2026 in Review

WMS Group held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 9,651 shares worth $708K. The position accounts for 0.91% of the portfolio, ranked #31.

WMS Group first reported a position in BND in Q4 2025 and has held it in 3 quarters since. The position peaked at $727K in Q4 2025. 1,813 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • WMS Group held 9,651 shares of Vanguard Total Bond Market worth $708K as of Q2 2026.
  • WMS Group left its Vanguard Total Bond Market share count unchanged in Q2 2026.
  • Vanguard Total Bond Market made up 0.91% of WMS Group's portfolio in Q2 2026, its #31 holding.
  • WMS Group first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 3 quarters since.
  • WMS Group's Vanguard Total Bond Market position peaked at $727K in Q4 2025.
  • 1,813 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on WMS Group's 13F filing for Q2 2026, filed 23 Jul 2026.