Aspire Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

Aspire Capital 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 Q1	$18M	Buy	244,867 +26,374	+12%	+$1.96M	4.06%	5
2025 Q4	$16.2M	Buy	218,493 +4,042	+2%	+$301K	3.8%	6
2025 Q3	$15.9M	Buy	214,451 +577	+0.3%	+$42.5K	3.93%	7
2025 Q2	$15.7M	Buy	213,874 +6,984	+3%	+$508K	4.35%	6
2025 Q1	$15.2M	Buy	206,890 +13,510	+7%	+$980K	4.54%	6
2024 Q4	$13.9M	Buy	193,380 +10,817	+6%	+$791K	3.98%	7
2024 Q3	$13.7M	Buy	182,563 +4,143	+2%	+$307K	4.09%	7
2024 Q2	$12.9M	Buy	178,420 +5,695	+3%	+$408K	4.2%	7
2024 Q1	$12.5M	Buy	172,725 +25,179	+17%	+$1.83M	4.22%	7
2023 Q4	$10.9M	Buy	147,546 +1,790	+1%	+$126K	4.4%	6
2023 Q3	$10.2M	Buy	145,756 +20,737	+17%	+$1.48M	4.63%	7
2023 Q2	$9.09M	Buy	125,019 +5,911	+5%	+$433K	4.41%	8
2023 Q1	$8.79M	Buy	119,108 +4,520	+4%	+$331K	4.61%	7
2022 Q4	$8.23M	Buy	+114,588	New	+$8.21M	4.69%	8

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspire Capital Advisors's BND Position: Q1 2026 in Review

Aspire Capital Advisors increased its Vanguard Total Bond Market (BND) stake by 12% in Q1 2026, buying an estimated $1.96M and bringing the position to 244,867 shares worth $18M. The position accounts for 4.06% of the portfolio, ranked #5.

Aspire Capital Advisors first reported a position in BND in Q4 2022 and has held it in 14 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Aspire Capital Advisors held 244,867 shares of Vanguard Total Bond Market worth $18M as of Q1 2026.
Aspire Capital Advisors bought 26,374 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.96M.
Vanguard Total Bond Market made up 4.06% of Aspire Capital Advisors's portfolio in Q1 2026, its #5 holding.
Aspire Capital Advisors first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 14 quarters since.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.