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Acorn Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Acorn Wealth 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 		$19.6M Sell
267,556
-6,810
-2% -$500K 4.79% 2
2026
Q1 		$20.2M Buy
274,366
+7,961
+3% +$591K 5.89% 2
2025
Q4 		$19.7M Buy
266,405
+20,836
+8% +$1.55M 5.88% 1
2025
Q3 		$18.3M Buy
245,569
+70
+0% +$5.15K 5.72% 1
2025
Q2 		$18.1M Sell
245,499
-5,043
-2% -$367K 6.72% 1
2025
Q1 		$18.4M Sell
250,542
-5,355
-2% -$389K 7.66% 1
2024
Q4 		$18.4M Sell
255,897
-3,643
-1% -$266K 7.6% 1
2024
Q3 		$19.5M Buy
259,540
+51,181
+25% +$3.79M 8.38% 1
2024
Q2 		$15M Buy
208,359
+32,470
+18% +$2.33M 7.42% 1
2024
Q1 		$12.8M Buy
175,889
+14,282
+9% +$1.04M 6.67% 1
2023
Q4 		$11.9M Buy
161,607
+31,648
+24% +$2.23M 7.05% 2
2023
Q3 		$9.07M Buy
129,959
+104,404
+409% +$7.45M 6.03% 2
2023
Q2 		$1.86M Buy
+25,555
New +$1.87M 1.27% 19
2022
Q2 		– Sell
-6,090
Closed -$484K – 165
2022
Q1 		$484K Sell
6,090
-4,444
-42% -$363K 0.33% 73
2021
Q4 		$893K Sell
10,534
-10,912
-51% -$929K 0.57% 40
2021
Q3 		$1.83M Sell
21,446
-44,193
-67% -$3.82M 1.28% 19
2021
Q2 		$5.64M Sell
65,639
-23,318
-26% -$1.99M 3.89% 3
2021
Q1 		$7.54M Sell
88,957
-10,910
-11% -$941K 5.4% 3
2020
Q4 		$8.81M Buy
99,867
+5,628
+6% +$495K 6.93% 3
2020
Q3 		$8.31M Buy
94,239
+6,358
+7% +$564K 7.29% 3
2020
Q2 		$7.76M Buy
87,881
+12,344
+16% +$1.08M 7.22% 3
2020
Q1 		$6.5M Sell
75,537
-1,246
-2% -$106K 7.28% 3
2019
Q4 		$6.46M Buy
76,783
+652
+0.9% +$54.8K 5.44% 3
2019
Q3 		$6.37M Buy
76,131
+5,121
+7% +$429K 5.47% 3
2019
Q2 		$5.98M Buy
71,010
+68,048
+2,297% +$5.54M 5.47% 4
2019
Q1 		$239K Buy
+2,962
New +$237K 0.22% 105
2018
Q3 		– Sell
-307
Closed -$24K – 152
2018
Q2 		$24K Hold
307
– – 0.02% 366
2018
Q1 		$24K Buy
307
+270
+730% +$21.6K 0.02% 366
2017
Q4 		$3K Buy
+37
New +$3.02K ﹤0.01% 644

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

Acorn Wealth Advisors's BND Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 2.5% in Q2 2026, selling an estimated $500K and leaving 267,556 shares worth $19.6M. The position accounts for 4.79% of the portfolio, ranked #2.

Acorn Wealth Advisors first reported a position in BND in Q4 2017 and has held it in 29 quarters since. The position peaked at $20.2M in Q1 2026. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Acorn Wealth Advisors held 267,556 shares of Vanguard Total Bond Market worth $19.6M as of Q2 2026.
  • Acorn Wealth Advisors sold 6,810 Vanguard Total Bond Market shares in Q2 2026, an estimated $500K.
  • Vanguard Total Bond Market made up 4.79% of Acorn Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Acorn Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 29 quarters since.
  • Acorn Wealth Advisors's Vanguard Total Bond Market position peaked at $20.2M in Q1 2026.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.