AWM
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AE Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

AE Wealth Management’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
Q1 		$2.41M Buy
32,762
+3,250
+11% +$241K 0.01% 590
2025
Q4 		$2.19M Buy
29,512
+2,205
+8% +$164K 0.01% 581
2025
Q3 		$2.03M Sell
27,307
-25,228
-48% -$1.86M 0.01% 561
2025
Q2 		$3.87M Sell
52,535
-23,970
-31% -$1.74M 0.03% 402
2025
Q1 		$5.62M Sell
76,505
-67,070
-47% -$4.87M 0.05% 324
2024
Q4 		$10.3M Buy
143,575
+25,362
+21% +$1.85M 0.09% 238
2024
Q3 		$8.88M Buy
118,213
+2,082
+2% +$154K 0.08% 246
2024
Q2 		$8.37M Sell
116,131
-14,825
-11% -$1.06M 0.08% 247
2024
Q1 		$9.51M Sell
130,956
-281,615
-68% -$20.4M 0.11% 221
2023
Q4 		$30M Buy
412,571
+58,072
+16% +$4.1M 0.15% 141
2023
Q3 		$24.7M Sell
354,499
-46,390
-12% -$3.31M 0.15% 157
2023
Q2 		$29.1M Buy
400,889
+11,539
+3% +$845K 0.18% 128
2023
Q1 		$28.7M Buy
389,350
+19,602
+5% +$1.43M 0.19% 125
2022
Q4 		$26.6M Sell
369,748
-40,729
-10% -$2.92M 0.19% 116
2022
Q3 		$29.3M Sell
410,477
-48,303
-11% -$3.61M 0.23% 95
2022
Q2 		$34.5M Buy
458,780
+1,796
+0.4% +$137K 0.28% 78
2022
Q1 		$36.3M Sell
456,984
-190,122
-29% -$15.5M 0.25% 81
2021
Q4 		$54.8M Buy
647,106
+270,845
+72% +$23.1M 0.38% 55
2021
Q3 		$32.2M Sell
376,261
-48,669
-11% -$4.2M 0.26% 85
2021
Q2 		$36.5M Buy
424,930
+70,995
+20% +$6.06M 0.32% 70
2021
Q1 		$30M Buy
353,935
+26,417
+8% +$2.28M 0.3% 77
2020
Q4 		$28.9M Buy
327,518
+121,875
+59% +$10.7M 0.33% 72
2020
Q3 		$18.1M Buy
205,643
+80,579
+64% +$7.14M 0.26% 86
2020
Q2 		$11M Buy
125,064
+37,556
+43% +$3.28M 0.17% 132
2020
Q1 		$7.47M Buy
87,508
+5,450
+7% +$463K 0.17% 116
2019
Q4 		$6.88M Buy
82,058
+50,876
+163% +$4.28M 0.15% 129
2019
Q3 		$2.63M Buy
31,182
+19,227
+161% +$1.61M 0.08% 220
2019
Q2 		$993K Buy
11,955
+3,623
+43% +$295K 0.03% 411
2019
Q1 		$676K Buy
8,332
+1,193
+17% +$95.3K 0.05% 287
2018
Q4 		$565K Sell
7,139
-801
-10% -$62.6K 0.1% 227
2018
Q3 		$625K Buy
7,940
+987
+14% +$78K 0.03% 281
2018
Q2 		$551K Buy
6,953
+473
+7% +$37.4K 0.04% 246
2018
Q1 		$518K Sell
6,480
-1,569
-19% -$126K 0.04% 247
2017
Q4 		$657K Sell
8,049
-7,665
-49% -$626K 0.06% 212
2017
Q3 		$1.29M Sell
15,714
-10
-0.1% -$820 0.12% 114
2017
Q2 		$1.29M Buy
15,724
+2,010
+15% +$164K 0.15% 114
2017
Q1 		$1.11M Buy
13,714
+10,736
+361% +$868K 0.21% 90
2016
Q4 		$241K Buy
+2,978
New +$244K 0.1% 169

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AE Wealth Management's BND Position: Q1 2026 in Review

AE Wealth Management increased its Vanguard Total Bond Market (BND) stake by 11% in Q1 2026, buying an estimated $241K and bringing the position to 32,762 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #590.

AE Wealth Management first reported a position in BND in Q4 2016 and has held it in 38 quarters since. The position peaked at $54.8M in Q4 2021. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • AE Wealth Management held 32,762 shares of Vanguard Total Bond Market worth $2.41M as of Q1 2026.
  • AE Wealth Management bought 3,250 Vanguard Total Bond Market shares in Q1 2026, an estimated $241K.
  • Vanguard Total Bond Market made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #590 holding.
  • AE Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Vanguard Total Bond Market position peaked at $54.8M in Q4 2021.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.