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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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 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. 348 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.
  • 348 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.