WNY Asset Management’s Vanguard Total Bond Market BND Stock Holding History

WNY Asset 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	$607K	Buy	8,271 +2,019	+32%	+$148K	0.05%	154
2026 Q1	$460K	Buy	+6,252	New	+$464K	0.05%	162
2025 Q3	$339K	Buy	4,559 +479	+12%	+$35.3K	0.03%	181
2025 Q2	$300K	Buy	4,080 +3	+0.1%	+$218	0.03%	183
2025 Q1	$299K	Sell	4,077 -466	-10%	-$33.8K	0.04%	184
2024 Q4	$327K	Buy	4,543 +348	+8%	+$25.4K	0.04%	164
2024 Q3	$315K	Buy	4,195 +305	+8%	+$22.6K	0.04%	180
2024 Q2	$280K	Sell	3,890 -1,101	-22%	-$78.8K	0.04%	195
2024 Q1	$362K	Buy	4,991 +127	+3%	+$9.22K	0.06%	171
2023 Q4	$358K	Sell	4,864 -285	-6%	-$20.1K	0.06%	166
2023 Q3	$359K	Hold	5,149	–	–	0.07%	158
2023 Q2	$374K	Buy	+5,149	New	+$377K	0.08%	146

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

WNY Asset Management's BND Position: Q2 2026 in Review

WNY Asset Management increased its Vanguard Total Bond Market (BND) stake by 32% in Q2 2026, buying an estimated $148K and bringing the position to 8,271 shares worth $607K. The position accounts for 0.05% of the portfolio, ranked #154.

WNY Asset Management first reported a position in BND in Q2 2023 and has held it in 12 quarters since. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

WNY Asset Management held 8,271 shares of Vanguard Total Bond Market worth $607K as of Q2 2026.
WNY Asset Management bought 2,019 Vanguard Total Bond Market shares in Q2 2026, an estimated $148K.
Vanguard Total Bond Market made up 0.05% of WNY Asset Management's portfolio in Q2 2026, its #154 holding.
WNY Asset Management first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 12 quarters since.
1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.