AEPWM
BND icon

Atlantic Edge Private Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Atlantic Edge Private Wealth Management’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 		$12.7M Buy
172,637
+171,752
+19,407% +$12.6M 2.59% 11
2026
Q1 		$65.2K Sell
885
-695
-44% -$51.6K 0.02% 217
2025
Q4 		$117K Sell
1,580
-305
-16% -$22.7K 0.03% 165
2025
Q3 		$140K Sell
1,885
-155
-8% -$11.4K 0.04% 154
2025
Q2 		$150K Hold
2,040
– – 0.04% 145
2025
Q1 		$150K Sell
2,040
-275
-12% -$20K 0.05% 135
2024
Q4 		$166K Sell
2,315
-95
-4% -$6.95K 0.05% 136
2024
Q3 		$181K Sell
2,410
-315
-12% -$23.3K 0.06% 132
2024
Q2 		$196K Sell
2,725
-2,655
-49% -$190K 0.07% 128
2024
Q1 		$391K Sell
5,380
-26,280
-83% -$1.91M 0.13% 97
2023
Q4 		$2.33M Buy
+31,660
New +$2.24M 0.95% 27

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

Atlantic Edge Private Wealth Management's BND Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Vanguard Total Bond Market (BND) stake by 19,407% in Q2 2026, buying an estimated $12.6M and bringing the position to 172,637 shares worth $12.7M. The position accounts for 2.59% of the portfolio, ranked #11.

Atlantic Edge Private Wealth Management first reported a position in BND in Q4 2023 and has held it in 11 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 172,637 shares of Vanguard Total Bond Market worth $12.7M as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 171,752 Vanguard Total Bond Market shares in Q2 2026, an estimated $12.6M.
  • Vanguard Total Bond Market made up 2.59% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.