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

Atlas 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	–	Sell	-8	Closed	-$604	–	993
2025 Q4	$604	Buy	+8	New	+$595	﹤0.01%	922
2024 Q1	–	Sell	-2,885	Closed	-$212K	–	898
2023 Q4	$212K	Hold	2,885	–	–	0.03%	360
2023 Q3	$201K	Buy	2,885 +300	+12%	+$21.4K	0.03%	353
2023 Q2	$188K	Buy	2,585 +97	+4%	+$7.11K	0.03%	377
2023 Q1	$184K	Buy	2,488 +150	+6%	+$11K	0.03%	370
2022 Q4	$168K	Buy	2,338 +56	+2%	+$4.01K	0.03%	367
2022 Q3	$163K	Buy	+2,282	New	+$171K	0.03%	370
2021 Q4	–	Sell	-5,860	Closed	-$501K	–	931
2021 Q3	$501K	Buy	5,860 +251	+4%	+$21.7K	0.08%	203
2021 Q2	$482K	Hold	5,609	–	–	0.08%	214
2021 Q1	$475K	Hold	5,609	–	–	0.09%	204
2020 Q4	$495K	Hold	5,609	–	–	0.1%	182
2020 Q3	$495K	Buy	5,609 +2,070	+58%	+$184K	0.12%	184
2020 Q2	$313K	Buy	+3,539	New	+$309K	0.07%	241
2018 Q2	–	Sell	-598	Closed	-$47.8K	–	512
2018 Q1	$47.8K	Buy	+598	New	+$47.9K	0.01%	416

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

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

Atlas Capital Advisors sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 8 shares — an estimated $604 sold.

Atlas Capital Advisors first reported a position in BND in Q1 2018 and held it in 14 quarters. The position peaked at $501K in Q3 2021. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Atlas Capital Advisors reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
Atlas Capital Advisors sold 8 Vanguard Total Bond Market shares in Q1 2026, an estimated $604.
Atlas Capital Advisors first reported a position in Vanguard Total Bond Market in Q1 2018 and held it in 14 quarters.
Atlas Capital Advisors's Vanguard Total Bond Market position peaked at $501K in Q3 2021.
1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.