BRWA
BND icon

B. Riley Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

B. Riley Wealth 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
Q2 		$738K Buy
10,014
+193
+2% +$14.2K 0.04% 377
2026
Q1 		$722K Sell
9,821
-800
-8% -$59.4K 0.05% 358
2025
Q4 		$787K Sell
10,621
-290
-3% -$21.6K 0.04% 398
2025
Q3 		$811K Sell
10,911
-3,847
-26% -$283K 0.04% 388
2025
Q2 		$1.09M Buy
+14,758
New +$1.07M 0.05% 339
2024
Q4 		$7.74M Sell
107,582
-61,770
-36% -$4.52M 0.25% 87
2024
Q3 		$12.7M Buy
169,352
+48,179
+40% +$3.57M 0.35% 56
2024
Q2 		$8.73M Buy
121,173
+93,463
+337% +$6.69M 0.22% 91
2024
Q1 		$1.93M Sell
27,710
-44,565
-62% -$3.23M 0.05% 369
2023
Q4 		$5.32M Buy
72,275
+44,565
+161% +$3.15M 0.14% 166
2023
Q3 		$1.93M Buy
27,710
+4,262
+18% +$304K 0.05% 369
2023
Q2 		$1.7M Sell
23,448
-179
-0.8% -$13.1K 0.04% 414
2023
Q1 		$1.74M Buy
23,627
+3,758
+19% +$275K 0.05% 383
2022
Q4 		$1.43M Sell
19,869
-1,639
-8% -$117K 0.04% 432
2022
Q3 		$1.53M Buy
21,508
+2,831
+15% +$212K 0.05% 371
2022
Q2 		$1.41M Sell
18,677
-561
-3% -$42.7K 0.06% 321
2022
Q1 		$1.53M Buy
19,238
+1,637
+9% +$134K 0.05% 359
2021
Q4 		$1.49M Buy
17,601
+1,753
+11% +$149K 0.04% 424
2021
Q3 		$1.36M Sell
15,848
-4
-0% -$345 0.04% 435
2021
Q2 		$1.36M Buy
15,852
+680
+4% +$58K 0.04% 428
2021
Q1 		$1.29M Sell
15,172
-2,531
-14% -$218K 0.05% 418
2020
Q4 		$1.56M Sell
17,703
-3,586
-17% -$316K 0.08% 239
2020
Q3 		$1.88M Buy
21,289
+1,722
+9% +$153K 0.1% 207
2020
Q2 		$1.73M Sell
19,567
-373
-2% -$32.6K 0.12% 190
2020
Q1 		$1.7M Sell
19,940
-1,614
-7% -$137K 0.15% 151
2019
Q4 		$1.81M Sell
21,554
-724
-3% -$60.9K 0.15% 150
2019
Q3 		$1.88M Buy
22,278
+788
+4% +$66.1K 0.19% 124
2019
Q2 		$1.79M Sell
21,490
-953
-4% -$77.6K 0.2% 107
2019
Q1 		$1.82M Sell
22,443
-4,991
-18% -$399K 0.23% 97
2018
Q4 		$2.17M Sell
27,434
-2,000
-7% -$156K 0.31% 72
2018
Q3 		$2.32M Buy
29,434
+789
+3% +$62.4K 0.28% 76
2018
Q2 		$2.27M Sell
28,645
-5,966
-17% -$472K 0.3% 73
2018
Q1 		$2.77M Buy
34,611
+6,124
+21% +$490K 0.39% 61
2017
Q4 		$2.33M Buy
28,487
+6,387
+29% +$522K 0.31% 84
2017
Q3 		$1.81M Buy
22,100
+3,367
+18% +$276K 0.3% 90
2017
Q2 		$1.53M Buy
18,733
+854
+5% +$69.7K 0.28% 104
2017
Q1 		$1.45M Buy
17,879
+4,194
+31% +$339K 0.29% 95
2016
Q4 		$1.11M Buy
13,685
+3,574
+35% +$293K 0.23% 116
2016
Q3 		$852K Buy
10,111
+1,717
+20% +$145K 0.17% 160
2016
Q2 		$709K Sell
8,394
-1,104
-12% -$91.7K 0.14% 180
2016
Q1 		$787K Buy
9,498
+3,862
+69% +$316K 0.18% 138
2015
Q4 		$456K Buy
5,636
+711
+14% +$57.9K 0.09% 269
2015
Q3 		$404K Buy
4,925
+1,321
+37% +$108K 0.1% 269
2015
Q2 		$294K Buy
+3,604
New +$296K 0.07% 339
2015
Q1 		– Sell
-40
Closed -$3 – 735
2014
Q4 		$3 Buy
+40
New +$3.3K ﹤0.01% 3294
2014
Q3 		– Sell
-138
Closed -$11.3K – 790
2014
Q2 		$11.3K Buy
+138
New +$11.3K ﹤0.01% 1739

Other funds holding BND

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

B. Riley Wealth Advisors's BND Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 2% in Q2 2026, buying an estimated $14.2K and bringing the position to 10,014 shares worth $738K. The position accounts for 0.04% of the portfolio, ranked #377.

B. Riley Wealth Advisors first reported a position in BND in Q2 2014 and has held it in 46 quarters since. The position peaked at $12.7M in Q3 2024. 701 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • B. Riley Wealth Advisors held 10,014 shares of Vanguard Total Bond Market worth $738K as of Q2 2026.
  • B. Riley Wealth Advisors bought 193 Vanguard Total Bond Market shares in Q2 2026, an estimated $14.2K.
  • Vanguard Total Bond Market made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #377 holding.
  • B. Riley Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2014 and has held it in 46 quarters since.
  • B. Riley Wealth Advisors's Vanguard Total Bond Market position peaked at $12.7M in Q3 2024.
  • 701 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.