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

Aletheian 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	$26.1M	Buy	355,334 +15,408	+5%	+$1.13M	11.14%	2
2026 Q1	$25M	Buy	+339,926	New	+$25.2M	12.2%	1
2025 Q3	$22.3M	Sell	299,241 -535	-0.2%	-$39.4K	10.34%	2
2025 Q2	$22.1M	Buy	299,776 +9,247	+3%	+$673K	10.86%	2
2025 Q1	$21.3M	Buy	290,529 +21,909	+8%	+$1.59M	12%	1
2024 Q4	$19.3M	Buy	268,620 +4,063	+2%	+$297K	11.42%	2
2024 Q3	$19.9M	Buy	264,557 +24,545	+10%	+$1.82M	11.61%	2
2024 Q2	$17.3M	Buy	240,012 +8,915	+4%	+$638K	9.11%	2
2024 Q1	$16.8M	Buy	231,097 +39,508	+21%	+$2.87M	9.11%	2
2023 Q4	$14.1M	Buy	191,589 +2,617	+1%	+$185K	9.33%	2
2023 Q3	$13.2M	Buy	188,972 +7,485	+4%	+$534K	10.11%	2
2023 Q2	$13.2M	Buy	181,487 +19,130	+12%	+$1.4M	9.04%	2
2023 Q1	$12M	Buy	162,357 +3,249	+2%	+$238K	10.58%	2
2022 Q4	$11.4M	Buy	159,108 +4,570	+3%	+$327K	9.87%	1
2022 Q3	$11M	Buy	154,538 +5,458	+4%	+$408K	12.52%	1
2022 Q2	$11.2M	Buy	149,080 +21,700	+17%	+$1.65M	11.4%	1
2022 Q1	$10.1M	Buy	127,380 +1,670	+1%	+$136K	9.62%	1
2021 Q4	$10.7M	Buy	+125,710	New	+$10.7M	10.45%	4

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

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

Aletheian Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 4.5% in Q2 2026, buying an estimated $1.13M and bringing the position to 355,334 shares worth $26.1M. The position accounts for 11.14% of the portfolio, ranked #2.

Aletheian Wealth Advisors first reported a position in BND in Q4 2021 and has held it in 18 quarters since. 1,821 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Aletheian Wealth Advisors held 355,334 shares of Vanguard Total Bond Market worth $26.1M as of Q2 2026.
Aletheian Wealth Advisors bought 15,408 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.13M.
Vanguard Total Bond Market made up 11.14% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Aletheian Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 18 quarters since.
1,821 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.