AWE
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Avidian Wealth Enterprises’s Vanguard Total Bond Market BND Stock Holding History

Avidian Wealth Enterprises’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 		$859K Buy
11,697
+10
+0.1% +$734 0.02% 356
2026
Q1 		$861K Sell
11,687
-211
-2% -$15.7K 0.03% 319
2025
Q4 		$881K Sell
11,898
-510
-4% -$38K 0.03% 249
2025
Q3 		$923K Buy
12,408
+122
+1% +$8.98K 0.03% 238
2025
Q2 		$905K Sell
12,286
-4,150
-25% -$302K 0.04% 215
2025
Q1 		$1.21M Buy
16,436
+5,331
+48% +$387K 0.05% 174
2024
Q4 		$799K Buy
11,105
+1,959
+21% +$143K 0.04% 222
2024
Q3 		$687K Buy
9,146
+1,621
+22% +$120K 0.03% 242
2024
Q2 		$542K Buy
7,525
+346
+5% +$24.8K 0.02% 276
2024
Q1 		$521K Sell
7,179
-1,448
-17% -$105K 0.03% 261
2023
Q4 		$635K Sell
8,627
-16,759
-66% -$1.18M 0.04% 222
2023
Q3 		$1.77M Buy
25,386
+391
+2% +$27.9K 0.12% 104
2023
Q2 		$1.82M Buy
24,995
+2,056
+9% +$151K 0.12% 117
2023
Q1 		$1.69M Buy
22,939
+16,827
+275% +$1.23M 0.09% 148
2022
Q4 		$439K Buy
6,112
+1,025
+20% +$73.4K 0.03% 296
2022
Q3 		$363K Buy
5,087
+307
+6% +$23K 0.03% 288
2022
Q2 		$360K Sell
4,780
-374
-7% -$28.5K 0.03% 317
2022
Q1 		$410K Sell
5,154
-1,021
-17% -$83.4K 0.03% 337
2021
Q4 		$523K Buy
6,175
+602
+11% +$51.3K 0.03% 290
2021
Q3 		$476K Sell
5,573
-2,345
-30% -$202K 0.04% 219
2021
Q2 		$680K Sell
7,918
-1,056
-12% -$90.1K 0.05% 171
2021
Q1 		$760K Buy
8,974
+1,705
+23% +$147K 0.06% 154
2020
Q4 		$641K Buy
7,269
+2,719
+60% +$239K 0.06% 151
2020
Q3 		$401K Buy
4,550
+1,438
+46% +$127K 0.05% 182
2020
Q2 		$275K Buy
+3,112
New +$272K 0.04% 208
2017
Q1 		– Sell
-5,305
Closed -$429K – 88
2016
Q4 		$429K Sell
5,305
-9,133
-63% -$748K 0.19% 40
2016
Q3 		$1.22M Buy
+14,438
New +$1.22M 0.49% 22

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

Avidian Wealth Enterprises's BND Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Total Bond Market (BND) stake by 0.09% in Q2 2026, buying an estimated $734 and bringing the position to 11,697 shares worth $859K. The position accounts for 0.02% of the portfolio, ranked #356.

Avidian Wealth Enterprises first reported a position in BND in Q3 2016 and has held it in 27 quarters since. The position peaked at $1.82M in Q2 2023. 923 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Avidian Wealth Enterprises held 11,697 shares of Vanguard Total Bond Market worth $859K as of Q2 2026.
  • Avidian Wealth Enterprises bought 10 Vanguard Total Bond Market shares in Q2 2026, an estimated $734.
  • Vanguard Total Bond Market made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #356 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Total Bond Market in Q3 2016 and has held it in 27 quarters since.
  • Avidian Wealth Enterprises's Vanguard Total Bond Market position peaked at $1.82M in Q2 2023.
  • 923 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.