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

Arete 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
Q3 		$1.1M Sell
15,646
-705
-4% -$50.8K 0.07% 234
2026
Q2 		$1.2M Buy
16,351
+234
+1% +$17.2K 0.08% 212
2026
Q1 		$1.19M Sell
16,117
-8,267
-34% -$613K 0.09% 208
2025
Q4 		$1.81M Buy
24,384
+8,115
+50% +$604K 0.13% 174
2025
Q3 		$1.21M Buy
16,269
+3,236
+25% +$238K 0.09% 208
2025
Q2 		$960K Buy
13,033
+599
+5% +$43.6K 0.07% 260
2025
Q1 		$913K Buy
12,434
+883
+8% +$64.1K 0.07% 259
2024
Q4 		$831K Sell
11,551
-690
-6% -$50.4K 0.06% 287
2024
Q3 		$919K Sell
12,241
-1,037
-8% -$76.7K 0.08% 237
2024
Q2 		$958K Sell
13,278
-43,755
-77% -$3.13M 0.08% 244
2024
Q1 		$4.14M Sell
57,033
-2,678
-4% -$194K 0.38% 62
2023
Q4 		$4.39M Buy
+59,711
New +$4.22M 0.33% 64
2023
Q3 		– Sell
-41,049
Closed -$2.98M – 528
2023
Q2 		$2.98M Buy
41,049
+4,898
+14% +$359K 0.26% 86
2023
Q1 		$2.67M Sell
36,151
-8,922
-20% -$653K 0.22% 94
2022
Q4 		$3.24M Buy
45,073
+22,084
+96% +$1.58M 0.28% 77
2022
Q3 		$1.64M Sell
22,989
-217,730
-90% -$16.3M 0.16% 120
2022
Q2 		$9.8M Buy
240,719
+224,088
+1,347% +$17.1M 0.99% 24
2022
Q1 		$1.32M Buy
+16,631
New +$1.36M 0.11% 150
2019
Q4 		– Sell
-2,482
Closed -$210K – 393
2019
Q3 		$210K Buy
+2,482
New +$208K 0.04% 364
2019
Q2 		– Sell
-2,691
Closed -$218K – 391
2019
Q1 		$218K Sell
2,691
-569
-17% -$45.4K 0.05% 342
2018
Q4 		$258K Sell
3,260
-1,161
-26% -$90.8K 0.06% 292
2018
Q3 		$348K Sell
4,421
-579
-12% -$45.8K 0.08% 241
2018
Q2 		$396K Sell
5,000
-740
-13% -$58.5K 0.09% 224
2018
Q1 		$459K Sell
5,740
-690
-11% -$55.2K 0.15% 175
2017
Q4 		$524K Buy
6,430
+1,261
+24% +$103K 0.17% 161
2017
Q3 		$424K Buy
+5,169
New +$424K 0.17% 173

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Arete Wealth Advisors's BND Position: Q3 2026 in Review

Arete Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 4.3% in Q3 2026, selling an estimated $50.8K and leaving 15,646 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #234.

Arete Wealth Advisors first reported a position in BND in Q3 2017 and has held it in 26 quarters since. The position peaked at $9.8M in Q2 2022. 1,661 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Arete Wealth Advisors held 15,646 shares of Vanguard Total Bond Market worth $1.1M as of Q3 2026.
  • Arete Wealth Advisors sold 705 Vanguard Total Bond Market shares in Q3 2026, an estimated $50.8K.
  • Vanguard Total Bond Market made up 0.07% of Arete Wealth Advisors's portfolio in Q3 2026, its #234 holding.
  • Arete Wealth Advisors first reported a position in Vanguard Total Bond Market in Q3 2017 and has held it in 26 quarters since.
  • Arete Wealth Advisors's Vanguard Total Bond Market position peaked at $9.8M in Q2 2022.
  • 1,661 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.