Aspect Partners’s Vanguard Total Bond Market BND Stock Holding History

Aspect Partners’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	$193K	Buy	2,630 +240	+10%	+$17.6K	0.07%	83
2026 Q1	$176K	Hold	2,390	–	–	0.07%	80
2025 Q4	$177K	Sell	2,390 -874	-27%	-$65K	0.08%	82
2025 Q3	$243K	Hold	3,264	–	–	0.11%	72
2025 Q2	$240K	Hold	3,264	–	–	0.12%	75
2025 Q1	$240K	Sell	3,264 -1,479	-31%	-$107K	0.14%	66
2024 Q4	$341K	Buy	4,743 +1,351	+40%	+$98.8K	0.2%	48
2024 Q3	$255K	Sell	3,392 -1,512	-31%	-$112K	0.14%	62
2024 Q2	$353K	Hold	4,904	–	–	0.21%	53
2024 Q1	$356K	Hold	4,904	–	–	0.28%	48
2023 Q4	$361K	Buy	+4,904	New	+$346K	0.23%	48

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

Aspect Partners's BND Position: Q2 2026 in Review

Aspect Partners increased its Vanguard Total Bond Market (BND) stake by 10% in Q2 2026, buying an estimated $17.6K and bringing the position to 2,630 shares worth $193K. The position accounts for 0.07% of the portfolio, ranked #83.

Aspect Partners first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $361K in Q4 2023. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Aspect Partners held 2,630 shares of Vanguard Total Bond Market worth $193K as of Q2 2026.
Aspect Partners bought 240 Vanguard Total Bond Market shares in Q2 2026, an estimated $17.6K.
Vanguard Total Bond Market made up 0.07% of Aspect Partners's portfolio in Q2 2026, its #83 holding.
Aspect Partners first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Vanguard Total Bond Market position peaked at $361K in Q4 2023.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.