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Advisortrust Partners’s Vanguard Total Bond Market BND Stock Holding History

Advisortrust Partners’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 		$375K Hold
5,109
– – 0.13% 132
2026
Q1 		$376K Hold
5,109
– – 0.16% 111
2025
Q4 		$378K Buy
+5,109
New +$380K 0.17% 91

Other funds holding BND

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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

Advisortrust Partners's BND Position: Q2 2026 in Review

Advisortrust Partners held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 5,109 shares worth $375K. The position accounts for 0.13% of the portfolio, ranked #132.

Advisortrust Partners first reported a position in BND in Q4 2025 and has held it in 3 quarters since. The position peaked at $378K in Q4 2025. 1,813 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Advisortrust Partners held 5,109 shares of Vanguard Total Bond Market worth $375K as of Q2 2026.
  • Advisortrust Partners left its Vanguard Total Bond Market share count unchanged in Q2 2026.
  • Vanguard Total Bond Market made up 0.13% of Advisortrust Partners's portfolio in Q2 2026, its #132 holding.
  • Advisortrust Partners first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 3 quarters since.
  • Advisortrust Partners's Vanguard Total Bond Market position peaked at $378K in Q4 2025.
  • 1,813 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.