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Advisor OS’s Vanguard Total Bond Market BND Stock Holding History

Advisor OS’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 		– Sell
-3,538
Closed -$261K – 595
2026
Q1 		$261K Buy
+3,538
New +$262K 0.02% 466
2025
Q2 		– Sell
-4,068
Closed -$299K – 461
2025
Q1 		$299K Sell
4,068
-158
-4% -$11.5K 0.03% 325
2024
Q4 		$304K Buy
+4,226
New +$309K 0.04% 319
2024
Q3 		– Sell
-3,334
Closed -$240K – 411
2024
Q2 		$240K Buy
+3,334
New +$239K 0.03% 344

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

Advisor OS's BND Position: Q2 2026 in Review

Advisor OS sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 3,538 shares — an estimated $261K sold.

Advisor OS first reported a position in BND in Q2 2024 and held it in 4 quarters. The position peaked at $304K in Q4 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Advisor OS reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
  • Advisor OS sold 3,538 Vanguard Total Bond Market shares in Q2 2026, an estimated $261K.
  • Advisor OS first reported a position in Vanguard Total Bond Market in Q2 2024 and held it in 4 quarters.
  • Advisor OS's Vanguard Total Bond Market position peaked at $304K in Q4 2024.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.