WEG
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World Equity Group’s Vanguard Total Bond Market BND Stock Holding History

World Equity 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 		$390K Buy
5,306
+495
+10% +$36.3K 0.09% 259
2026
Q1 		$354K Sell
4,811
-622
-11% -$46.1K 0.09% 262
2025
Q4 		$402K Buy
5,433
+1,220
+29% +$90.8K 0.11% 201
2025
Q3 		$313K Buy
4,213
+218
+5% +$16.1K 0.07% 262
2025
Q2 		$294K Buy
3,995
+484
+14% +$35.2K 0.08% 249
2025
Q1 		$258K Sell
3,511
-2,835
-45% -$206K 0.07% 252
2024
Q4 		$456K Buy
6,346
+3,121
+97% +$228K 0.1% 204
2024
Q3 		$242K Sell
3,225
-271
-8% -$20.1K 0.09% 218
2024
Q2 		$252K Buy
3,496
+276
+9% +$19.8K 0.08% 229
2024
Q1 		$234K Sell
3,220
-5,334
-62% -$387K 0.05% 271
2023
Q4 		$629K Buy
8,554
+4,717
+123% +$333K 0.13% 168
2023
Q3 		$269K Sell
3,837
-535
-12% -$38.2K 0.06% 278
2023
Q2 		$318K Buy
+4,372
New +$320K 0.09% 240
2023
Q1 		– Sell
-3,756
Closed -$270K – 516
2022
Q4 		$270K Buy
3,756
+77
+2% +$5.52K 0.06% 277
2022
Q3 		$262K Sell
3,679
-420
-10% -$31.4K 0.07% 264
2022
Q2 		$308K Sell
4,099
-77
-2% -$5.86K 0.08% 247
2022
Q1 		$332K Buy
+4,176
New +$341K 0.07% 260

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

World Equity Group's BND Position: Q2 2026 in Review

World Equity Group increased its Vanguard Total Bond Market (BND) stake by 10% in Q2 2026, buying an estimated $36.3K and bringing the position to 5,306 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #259.

World Equity Group first reported a position in BND in Q1 2022 and has held it in 17 quarters since. The position peaked at $629K in Q4 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • World Equity Group held 5,306 shares of Vanguard Total Bond Market worth $390K as of Q2 2026.
  • World Equity Group bought 495 Vanguard Total Bond Market shares in Q2 2026, an estimated $36.3K.
  • Vanguard Total Bond Market made up 0.09% of World Equity Group's portfolio in Q2 2026, its #259 holding.
  • World Equity Group first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 17 quarters since.
  • World Equity Group's Vanguard Total Bond Market position peaked at $629K in Q4 2023.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.