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Allworth Financial’s Vanguard Total Bond Market BND Stock Holding History

Allworth Financial’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 		$1.78B Buy
24,193,579
+2,920,592
+14% +$217M 7.22% 2
2025
Q4 		$1.58B Buy
21,272,987
+641,984
+3% +$47.8M 6.45% 2
2025
Q3 		$1.53B Buy
20,631,003
+766,016
+4% +$56.4M 6.77% 2
2025
Q2 		$1.46B Buy
19,864,987
+350,000
+2% +$25.5M 7% 3
2025
Q1 		$1.42B Buy
19,514,987
+193,124
+1% +$14M 8.02% 3
2024
Q4 		$1.39B Buy
19,321,863
+1,664,458
+9% +$122M 7.65% 2
2024
Q3 		$1.33B Buy
17,657,405
+417,578
+2% +$30.9M 8.08% 2
2024
Q2 		$1.25B Buy
17,239,827
+675,173
+4% +$48.4M 8.08% 2
2024
Q1 		$1.2B Buy
16,564,654
+828,500
+5% +$60.1M 8.5% 2
2023
Q4 		$1.16B Buy
15,736,154
+521,958
+3% +$36.9M 8.85% 2
2023
Q3 		$1.06B Buy
15,214,196
+587,703
+4% +$42M 9.1% 2
2023
Q2 		$1.06B Buy
14,626,493
+538,385
+4% +$39.4M 9.02% 2
2023
Q1 		$1.04B Buy
14,088,108
+411,967
+3% +$30.1M 10.44% 2
2022
Q4 		$982M Sell
13,676,141
-133,457
-1% -$9.56M 10.88% 2
2022
Q3 		$985M Buy
13,809,598
+4,526,904
+49% +$339M 12.44% 2
2022
Q2 		$699M Buy
9,282,694
+1,955,293
+27% +$149M 9.56% 2
2022
Q1 		$583M Buy
7,327,401
+73,990
+1% +$6.04M 7.43% 2
2021
Q4 		$615M Buy
7,253,411
+777,250
+12% +$66.2M 8.71% 2
2021
Q3 		$553M Buy
6,476,161
+471,541
+8% +$40.7M 9.23% 2
2021
Q2 		$516M Buy
6,004,620
+326,225
+6% +$27.8M 9.53% 2
2021
Q1 		$481M Buy
5,678,395
+360,025
+7% +$31M 9.88% 2
2020
Q4 		$469M Buy
5,318,370
+466,188
+10% +$41M 12.3% 2
2020
Q3 		$428M Buy
4,852,182
+195,597
+4% +$17.3M 12.89% 2
2020
Q2 		$411M Buy
4,656,585
+866,648
+23% +$75.8M 12.69% 2
2020
Q1 		$323M Buy
3,789,937
+3,788,315
+233,558% +$322M 10.75% 2
2019
Q4 		$136K Buy
1,622
+473
+41% +$39.8K ﹤0.01% 231
2019
Q3 		$97K Sell
1,149
-782
-40% -$65.6K ﹤0.01% 240
2019
Q2 		$160K Buy
1,931
+677
+54% +$55.1K 0.01% 189
2019
Q1 		$102K Sell
1,254
-121
-9% -$9.66K ﹤0.01% 230
2018
Q4 		$109K Hold
1,375
– – 0.01% 206
2018
Q3 		$108K Hold
1,375
– – ﹤0.01% 211
2018
Q2 		$109K Sell
1,375
-252
-15% -$19.9K 0.01% 203
2018
Q1 		$130K Hold
1,627
– – 0.01% 159
2017
Q4 		$133K Sell
1,627
-234
-13% -$19.1K 0.01% 147
2017
Q3 		$153K Sell
1,861
-271
-13% -$22.2K 0.01% 129
2017
Q2 		$174K Buy
2,132
+262
+14% +$21.4K 0.02% 119
2017
Q1 		$152K Hold
1,870
– – 0.01% 126
2016
Q4 		$151K Sell
1,870
-431
-19% -$35.3K 0.02% 118
2016
Q3 		$194K Buy
2,301
+831
+57% +$70K 0.02% 100
2016
Q2 		$124K Hold
1,470
– – 0.01% 127
2016
Q1 		$122K Buy
1,470
+50
+4% +$4.09K 0.02% 130
2015
Q4 		$115K Buy
1,420
+100
+8% +$8.14K 0.02% 130
2015
Q3 		$108K Hold
1,320
– – 0.04% 130
2015
Q2 		$107K Sell
1,320
-190
-13% -$15.6K 0.04% 131
2015
Q1 		$126K Buy
+1,510
New +$126K 0.05% 118
2014
Q3 		– Sell
-3,639
Closed -$299K – 93
2014
Q2 		$299K Buy
3,639
+226
+7% +$18.5K 0.13% 58
2014
Q1 		$277K Buy
+3,413
New +$276K 0.12% 55

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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Allworth Financial's BND Position: Q1 2026 in Review

Allworth Financial increased its Vanguard Total Bond Market (BND) stake by 14% in Q1 2026, buying an estimated $217M and bringing the position to 24,193,579 shares worth $1.78B. The position accounts for 7.22% of the portfolio, ranked #2.

Allworth Financial first reported a position in BND in Q1 2014 and has held it in 47 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Allworth Financial held 24,193,579 shares of Vanguard Total Bond Market worth $1.78B as of Q1 2026.
  • Allworth Financial bought 2,920,592 Vanguard Total Bond Market shares in Q1 2026, an estimated $217M.
  • Vanguard Total Bond Market made up 7.22% of Allworth Financial's portfolio in Q1 2026, its #2 holding.
  • Allworth Financial first reported a position in Vanguard Total Bond Market in Q1 2014 and has held it in 47 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.