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Atria Investments’s Vanguard Total Bond Market BND Stock Holding History

Atria Investments’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 		$25.5M Buy
347,678
+35,113
+11% +$2.58M 0.26% 66
2026
Q1 		$23M Buy
312,565
+33,629
+12% +$2.49M 0.26% 68
2025
Q4 		$20.7M Buy
278,936
+28,109
+11% +$2.09M 0.23% 68
2025
Q3 		$18.7M Buy
250,827
+8,970
+4% +$660K 0.21% 86
2025
Q2 		$17.8M Sell
241,857
-5,011
-2% -$364K 0.21% 97
2025
Q1 		$18.1M Buy
246,868
+26,379
+12% +$1.91M 0.23% 79
2024
Q4 		$15.9M Buy
220,489
+22,490
+11% +$1.64M 0.2% 103
2024
Q3 		$14.9M Sell
197,999
-329
-0.2% -$24.3K 0.18% 118
2024
Q2 		$14.3M Sell
198,328
-15,330
-7% -$1.1M 0.19% 117
2024
Q1 		$15.5M Buy
213,658
+43,178
+25% +$3.13M 0.21% 98
2023
Q4 		$12.5M Buy
170,480
+4,689
+3% +$331K 0.19% 120
2023
Q3 		$11.6M Buy
165,791
+19,028
+13% +$1.36M 0.21% 103
2023
Q2 		$10.7M Sell
146,763
-9,445
-6% -$692K 0.19% 118
2023
Q1 		$11.5M Buy
156,208
+18,313
+13% +$1.34M 0.22% 104
2022
Q4 		$9.91M Sell
137,895
-27,322
-17% -$1.96M 0.2% 119
2022
Q3 		$11.8M Sell
165,217
-11,928
-7% -$893K 0.26% 82
2022
Q2 		$13.3M Sell
177,145
-138,199
-44% -$10.5M 0.28% 77
2022
Q1 		$25.1M Buy
315,344
+27,384
+10% +$2.24M 0.44% 38
2021
Q4 		$24.4M Buy
287,960
+64,982
+29% +$5.53M 0.43% 44
2021
Q3 		$19.1M Buy
222,978
+7,040
+3% +$608K 0.34% 54
2021
Q2 		$18.5M Sell
215,938
-65,780
-23% -$5.61M 0.36% 56
2021
Q1 		$23.9M Buy
281,718
+60,009
+27% +$5.18M 0.53% 32
2020
Q4 		$19.6M Buy
221,709
+38,638
+21% +$3.4M 0.47% 39
2020
Q3 		$16.2M Buy
183,071
+18,625
+11% +$1.65M 0.49% 40
2020
Q2 		$14.5M Buy
+164,446
New +$14.4M 0.5% 37
2020
Q1 		– Sell
-210,339
Closed -$17.6M – 621
2019
Q4 		$17.6M Sell
210,339
-333,614
-61% -$28M 0.48% 35
2019
Q3 		$45.9M Buy
543,953
+131,014
+32% +$11M 1.64% 12
2019
Q2 		$34.9M Sell
412,939
-684,096
-62% -$55.7M 1.3% 13
2019
Q1 		$89.1M Sell
1,097,035
-980,779
-47% -$78.3M 3.77% 1
2018
Q4 		$165M Buy
2,077,814
+1,902,581
+1,086% +$149M 7.29% 1
2018
Q3 		$13.8M Buy
175,233
+46,716
+36% +$3.69M 0.55% 34
2018
Q2 		$10.2M Buy
128,517
+19,229
+18% +$1.52M 0.45% 38
2018
Q1 		$8.73M Sell
109,288
-325,833
-75% -$26.1M 0.42% 40
2017
Q4 		$35.5M Sell
435,121
-118,346
-21% -$9.67M 1.76% 8
2017
Q3 		$45.4M Buy
553,467
+26,457
+5% +$2.17M 2.47% 4
2017
Q2 		$43.1M Buy
527,010
+25,784
+5% +$2.11M 2.64% 3
2017
Q1 		$40.6M Sell
501,226
-152,472
-23% -$12.3M 2.65% 4
2016
Q4 		$52.8M Buy
653,698
+41,714
+7% +$3.42M 4.03% 3
2016
Q3 		$51.5M Sell
611,984
-8,822
-1% -$743K 4.73% 2
2016
Q2 		$52.6M Sell
620,806
-6,439
-1% -$535K 5.67% 2
2016
Q1 		$51.9M Sell
627,245
-57,385
-8% -$4.69M 5.9% 2
2015
Q4 		$55.7M Buy
684,630
+58,551
+9% +$4.76M 6.12% 3
2015
Q3 		$51.3M Sell
626,079
-28,006
-4% -$2.28M 7.09% 2
2015
Q2 		$53.2M Buy
654,085
+85,638
+15% +$7.04M 6.24% 2
2015
Q1 		$47.4M Sell
568,447
-35,282
-6% -$2.93M 5.36% 3
2014
Q4 		$49.7M Buy
603,729
+69,912
+13% +$5.77M 5.28% 2
2014
Q3 		$43.7M Sell
533,817
-142,611
-21% -$11.7M 4.47% 2
2014
Q2 		$55.6M Buy
676,428
+1,150
+0.2% +$94K 5.55% 2
2014
Q1 		$54.8M Buy
675,278
+221,217
+49% +$17.9M 5.59% 2
2013
Q4 		$36.3M Sell
454,061
-286,533
-39% -$23.1M 3.62% 2
2013
Q3 		$59.9M Sell
740,594
-409,052
-36% -$32.9M 6.23% 2
2013
Q2 		$93M Buy
+1,149,646
New +$95.3M 11.32% 2

Other funds holding BND

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Atria Investments's BND Position: Q2 2026 in Review

Atria Investments increased its Vanguard Total Bond Market (BND) stake by 11% in Q2 2026, buying an estimated $2.58M and bringing the position to 347,678 shares worth $25.5M. The position accounts for 0.26% of the portfolio, ranked #66.

Atria Investments first reported a position in BND in Q2 2013 and has held it in 52 quarters since. The position peaked at $165M in Q4 2018. 923 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Atria Investments held 347,678 shares of Vanguard Total Bond Market worth $25.5M as of Q2 2026.
  • Atria Investments bought 35,113 Vanguard Total Bond Market shares in Q2 2026, an estimated $2.58M.
  • Vanguard Total Bond Market made up 0.26% of Atria Investments's portfolio in Q2 2026, its #66 holding.
  • Atria Investments first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 52 quarters since.
  • Atria Investments's Vanguard Total Bond Market position peaked at $165M in Q4 2018.
  • 923 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.