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

Woodward 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 		$258K Sell
3,515
-330
-9% -$24.2K 0.09% 58
2026
Q1 		$283K Buy
3,845
+40
+1% +$2.97K 0.11% 50
2025
Q4 		$282K Buy
3,805
+58
+2% +$4.32K 0.11% 49
2025
Q3 		$279K Sell
3,747
-451
-11% -$33.2K 0.11% 49
2025
Q2 		$309K Sell
4,198
-253
-6% -$18.4K 0.13% 48
2025
Q1 		$327K Buy
4,451
+22
+0.5% +$1.6K 0.16% 45
2024
Q4 		$318K Sell
4,429
-3,186
-42% -$233K 0.16% 46
2024
Q3 		$572K Sell
7,615
-190
-2% -$14.1K 0.29% 31
2024
Q2 		$558K Buy
7,805
+22
+0.3% +$1.58K 0.32% 30
2024
Q1 		$560K Buy
7,783
+398
+5% +$28.9K 0.34% 31
2023
Q4 		$543K Sell
7,385
-4,200
-36% -$297K 0.36% 31
2023
Q3 		$808K Buy
11,585
+19
+0.2% +$1.36K 0.6% 26
2023
Q2 		$841K Buy
11,566
+1,016
+10% +$74.4K 0.63% 26
2023
Q1 		$779K Buy
10,550
+11
+0.1% +$805 0.64% 27
2022
Q4 		$757K Buy
10,539
+21
+0.2% +$1.5K 0.65% 27
2022
Q3 		$750K Sell
10,518
-33,512
-76% -$2.51M 0.7% 27
2022
Q2 		$3.31M Sell
44,030
-2,820
-6% -$215K 3.07% 8
2022
Q1 		$3.73M Buy
46,850
+25,228
+117% +$2.06M 3.82% 7
2021
Q4 		$1.83M Buy
+21,622
New +$1.84M 1.85% 11

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 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Woodward Financial Advisors reduced its Vanguard Total Bond Market (BND) stake by 8.6% in Q2 2026, selling an estimated $24.2K and leaving 3,515 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #58.

Woodward Financial Advisors first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.73M in Q1 2022. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Woodward Financial Advisors held 3,515 shares of Vanguard Total Bond Market worth $258K as of Q2 2026.
  • Woodward Financial Advisors sold 330 Vanguard Total Bond Market shares in Q2 2026, an estimated $24.2K.
  • Vanguard Total Bond Market made up 0.09% of Woodward Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • Woodward Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • Woodward Financial Advisors's Vanguard Total Bond Market position peaked at $3.73M in Q1 2022.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.