Advisor Resource Council’s Vanguard Total Bond Market BND Stock Holding History

Advisor Resource Council’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	$231K	Buy	+3,165	New	+$232K	0.07%	242
2025 Q2	–	Sell	-11,969	Closed	-$879K	–	232
2025 Q1	$879K	Buy	11,969 +6,630	+124%	+$481K	0.07%	270
2024 Q4	$384K	Buy	+5,339	New	+$390K	0.28%	42
2024 Q1	–	Sell	-13,904	Closed	-$1.02M	–	265
2023 Q4	$1.02M	Buy	+13,904	New	+$982K	0.12%	173
2022 Q3	–	Sell	-24,306	Closed	-$1.83M	–	192
2022 Q2	$1.83M	Buy	+24,306	New	+$1.85M	0.17%	134
2022 Q1	–	Sell	-35,169	Closed	-$2.98M	–	252
2021 Q4	$2.98M	Buy	35,169 +23,750	+208%	+$2.02M	0.23%	87
2021 Q3	$977K	Sell	11,419 -9,300	-45%	-$803K	0.3%	93
2021 Q2	$1.78M	Buy	+20,719	New	+$1.77M	0.19%	119

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Advisor Resource Council's BND Position: Q2 2026 in Review

Advisor Resource Council opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 3,165 shares worth $231K. The stake represents 0.07% of the portfolio and ranks #242 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in BND as recently as Q1 2025.

Advisor Resource Council first reported a position in BND in Q2 2021 and has held it in 8 quarters since. The position peaked at $2.98M in Q4 2021. 1,821 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Advisor Resource Council held 3,165 shares of Vanguard Total Bond Market worth $231K as of Q2 2026.
Vanguard Total Bond Market was a new Advisor Resource Council position in Q2 2026.
Vanguard Total Bond Market made up 0.07% of Advisor Resource Council's portfolio in Q2 2026, its #242 holding.
Advisor Resource Council first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 8 quarters since.
Advisor Resource Council's Vanguard Total Bond Market position peaked at $2.98M in Q4 2021.
1,821 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.