Aurora Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

Aurora Private 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	$447K	Buy	6,082 +272	+5%	+$20K	0.28%	84
2026 Q1	$430K	Sell	5,810 -6,464	-53%	-$480K	0.31%	81
2025 Q4	$911K	Buy	+12,274	New	+$914K	0.6%	45
2025 Q2	$504K	Buy	6,845 +3,984	+139%	+$290K	0.37%	64
2025 Q1	$210K	Buy	+2,861	New	+$208K	0.17%	144
2022 Q3	–	Sell	-2,958	Closed	-$223K	–	176
2022 Q2	$223K	Sell	2,958 -1,029	-26%	-$78.3K	0.1%	153
2022 Q1	$317K	Buy	3,987 +27	+0.7%	+$2.21K	0.13%	131
2021 Q4	$336K	Buy	3,960 +1,039	+36%	+$88.5K	0.15%	125
2021 Q3	$250K	Buy	+2,921	New	+$252K	0.1%	181
2021 Q2	–	Sell	-4,294	Closed	-$364K	–	207
2021 Q1	$364K	Sell	4,294 -4,895	-53%	-$422K	0.15%	129
2020 Q4	$810K	Buy	9,189 +5,996	+188%	+$528K	0.34%	66
2020 Q3	$282K	Sell	3,193 -2,565	-45%	-$227K	0.12%	148
2020 Q2	$509K	Sell	5,758 -3,695	-39%	-$323K	0.23%	81
2020 Q1	$807K	Buy	+9,453	New	+$803K	0.28%	80

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Aurora Private Wealth's BND Position: Q2 2026 in Review

Aurora Private Wealth increased its Vanguard Total Bond Market (BND) stake by 4.7% in Q2 2026, buying an estimated $20K and bringing the position to 6,082 shares worth $447K. The position accounts for 0.28% of the portfolio, ranked #84.

Aurora Private Wealth first reported a position in BND in Q1 2020 and has held it in 14 quarters since. The position peaked at $911K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Aurora Private Wealth held 6,082 shares of Vanguard Total Bond Market worth $447K as of Q2 2026.
Aurora Private Wealth bought 272 Vanguard Total Bond Market shares in Q2 2026, an estimated $20K.
Vanguard Total Bond Market made up 0.28% of Aurora Private Wealth's portfolio in Q2 2026, its #84 holding.
Aurora Private Wealth first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 14 quarters since.
Aurora Private Wealth's Vanguard Total Bond Market position peaked at $911K in Q4 2025.
1,824 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.