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Astoria Strategic Wealth’s Vanguard Total Bond Market BND Stock Holding History

Astoria Strategic Wealth’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 		$39M Buy
530,899
+14,455
+3% +$1.06M 8.9% 3
2026
Q1 		$38M Sell
516,444
-238
-0% -$17.7K 9.66% 3
2025
Q4 		$38.3M Buy
516,682
+7,396
+1% +$550K 9.63% 3
2025
Q3 		$37.9M Buy
509,286
+27,505
+6% +$2.03M 9.58% 3
2025
Q2 		$35.5M Buy
481,781
+30,938
+7% +$2.25M 9.59% 3
2025
Q1 		$33.1M Buy
450,843
+27,042
+6% +$1.96M 9.74% 3
2024
Q4 		$30.5M Sell
423,801
-719
-0.2% -$52.6K 9.07% 3
2024
Q3 		$31.9M Sell
424,520
-204,538
-33% -$15.1M 9.34% 4
2024
Q2 		$45.3M Buy
629,058
+33,808
+6% +$2.42M 14.02% 2
2024
Q1 		$43.2M Buy
595,250
+49,052
+9% +$3.56M 13.69% 2
2023
Q4 		$40.2M Sell
546,198
-9,606
-2% -$678K 13.64% 2
2023
Q3 		$38.8M Sell
555,804
-1,938
-0.3% -$138K 14.59% 2
2023
Q2 		$40.5M Buy
557,742
+32,138
+6% +$2.35M 14.97% 2
2023
Q1 		$38.8M Buy
525,604
+157,306
+43% +$11.5M 14.98% 2
2022
Q4 		$26.5M Buy
368,298
+48,356
+15% +$3.46M 11.07% 2
2022
Q3 		$22.8M Sell
319,942
-192,752
-38% -$14.4M 10.42% 3
2022
Q2 		$38.6M Buy
512,694
+240,323
+88% +$18.3M 16.95% 2
2022
Q1 		$21.7M Sell
272,371
-211,162
-44% -$17.2M 8.5% 3
2021
Q4 		$41M Buy
483,533
+66,961
+16% +$5.7M 15.64% 2
2021
Q3 		$35.6M Buy
416,572
+37,328
+10% +$3.22M 15.89% 2
2021
Q2 		$32.8M Buy
379,244
+82,954
+28% +$7.08M 14.98% 2
2021
Q1 		$25.1M Buy
296,290
+34,725
+13% +$2.99M 12.8% 3
2020
Q4 		$23.1M Buy
261,565
+36,976
+16% +$3.25M 12.34% 3
2020
Q3 		$19.8M Buy
224,589
+39,028
+21% +$3.46M 11.52% 3
2020
Q2 		$16.4M Buy
185,561
+136,146
+276% +$11.9M 10.52% 3
2020
Q1 		$4.22M Buy
49,415
+9,972
+25% +$847K 3.24% 11
2019
Q4 		$3.32M Buy
+39,443
New +$3.32M 2.36% 14

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Astoria Strategic Wealth's BND Position: Q2 2026 in Review

Astoria Strategic Wealth increased its Vanguard Total Bond Market (BND) stake by 2.8% in Q2 2026, buying an estimated $1.06M and bringing the position to 530,899 shares worth $39M. The position accounts for 8.9% of the portfolio, ranked #3.

Astoria Strategic Wealth first reported a position in BND in Q4 2019 and has held it in 27 quarters since. The position peaked at $45.3M in Q2 2024. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Astoria Strategic Wealth held 530,899 shares of Vanguard Total Bond Market worth $39M as of Q2 2026.
  • Astoria Strategic Wealth bought 14,455 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.06M.
  • Vanguard Total Bond Market made up 8.9% of Astoria Strategic Wealth's portfolio in Q2 2026, its #3 holding.
  • Astoria Strategic Wealth first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 27 quarters since.
  • Astoria Strategic Wealth's Vanguard Total Bond Market position peaked at $45.3M in Q2 2024.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Astoria Strategic Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.