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XML Financial’s Vanguard Total Bond Market BND Stock Holding History

XML Financial’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
8,268
+2,820
+52% +$207K 0.04% 257
2026
Q1 		$401K Buy
+5,448
New +$404K 0.03% 293
2025
Q3 		– Sell
-293,210
Closed -$21.6M – 399
2025
Q2 		$21.6M Buy
293,210
+4,728
+2% +$344K 1.87% 10
2025
Q1 		$21.2M Buy
288,482
+10,827
+4% +$786K 1.98% 10
2024
Q4 		$20M Buy
277,655
+226
+0.1% +$16.5K 1.83% 11
2024
Q3 		$20.8M Buy
277,429
+55,731
+25% +$4.12M 1.93% 9
2024
Q2 		$16M Buy
221,698
+19,560
+10% +$1.4M 1.61% 11
2024
Q1 		$14.7M Sell
202,138
-5,660
-3% -$411K 1.5% 13
2023
Q4 		$15.3M Sell
207,798
-1,316
-0.6% -$92.9K 1.61% 11
2023
Q3 		$14.6M Sell
209,114
-8,696
-4% -$621K 1.75% 8
2023
Q2 		$15.8M Buy
+217,810
New +$16M 1.83% 8
2022
Q2 		– Sell
-134,208
Closed -$10.7M – 244
2022
Q1 		$10.7M Sell
134,208
-3,135
-2% -$256K 1.27% 17
2021
Q4 		$11.6M Sell
137,343
-1,780
-1% -$152K 1.4% 13
2021
Q3 		$11.9M Buy
139,123
+18,754
+16% +$1.62M 1.59% 11
2021
Q2 		$10.3M Buy
120,369
+6,429
+6% +$548K 2.27% 8
2021
Q1 		$9.65M Buy
113,940
+2,288
+2% +$197K 2.35% 8
2020
Q4 		$9.85M Buy
111,652
+4,761
+4% +$419K 2.55% 8
2020
Q3 		$9.43M Buy
106,891
+12,029
+13% +$1.07M 2.94% 5
2020
Q2 		$8.38M Buy
94,862
+10,252
+12% +$896K 2.91% 4
2020
Q1 		$7.22M Sell
84,610
-1,181
-1% -$100K 3.12% 3
2019
Q4 		$7.19M Buy
+85,791
New +$7.21M 2.61% 6

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

XML Financial's BND Position: Q2 2026 in Review

XML Financial increased its Vanguard Total Bond Market (BND) stake by 52% in Q2 2026, buying an estimated $207K and bringing the position to 8,268 shares worth $607K. The position accounts for 0.04% of the portfolio, ranked #257.

XML Financial first reported a position in BND in Q4 2019 and has held it in 21 quarters since. The position peaked at $21.6M in Q2 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • XML Financial held 8,268 shares of Vanguard Total Bond Market worth $607K as of Q2 2026.
  • XML Financial bought 2,820 Vanguard Total Bond Market shares in Q2 2026, an estimated $207K.
  • Vanguard Total Bond Market made up 0.04% of XML Financial's portfolio in Q2 2026, its #257 holding.
  • XML Financial first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 21 quarters since.
  • XML Financial's Vanguard Total Bond Market position peaked at $21.6M in Q2 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.