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Baron Silver Stevens Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Baron Silver Stevens Financial 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 		$31.1M Buy
423,082
+22,985
+6% +$1.69M 3.93% 7
2026
Q1 		$29.5M Buy
400,097
+34,922
+10% +$2.59M 4.28% 7
2025
Q4 		$27M Buy
365,175
+20,639
+6% +$1.54M 3.9% 7
2025
Q3 		$25.6M Buy
344,536
+18,130
+6% +$1.33M 3.75% 7
2025
Q2 		$24M Buy
326,406
+25,708
+9% +$1.87M 3.85% 7
2025
Q1 		$22.1M Sell
300,698
-3,193
-1% -$232K 3.86% 8
2024
Q4 		$21.9M Buy
303,891
+22,692
+8% +$1.66M 3.71% 8
2024
Q3 		$21.1M Buy
281,199
+8,768
+3% +$649K 3.69% 8
2024
Q2 		$19.6M Buy
272,431
+6,406
+2% +$459K 3.72% 8
2024
Q1 		$19.3M Buy
266,025
+2,788
+1% +$202K 3.73% 8
2023
Q4 		$19.4M Buy
263,237
+50,887
+24% +$3.59M 4.06% 8
2023
Q3 		$14.8M Buy
212,350
+37,375
+21% +$2.67M 3.35% 11
2023
Q2 		$12.7M Buy
174,975
+47,571
+37% +$3.48M 2.79% 15
2023
Q1 		$9.41M Sell
127,404
-14,471
-10% -$1.06M 2.45% 15
2022
Q4 		$10.2M Buy
141,875
+22,293
+19% +$1.6M 2.51% 15
2022
Q3 		$11.2M Buy
119,582
+13,296
+13% +$995K 3.06% 14
2022
Q2 		$8M Sell
106,286
-10,421
-9% -$793K 2.07% 17
2022
Q1 		$9.28M Buy
116,707
+16,747
+17% +$1.37M 2.18% 16
2021
Q4 		$8.47M Buy
99,960
+18,811
+23% +$1.6M 2% 15
2021
Q3 		$6.93M Buy
81,149
+20,299
+33% +$1.75M 1.85% 16
2021
Q2 		$5.23M Buy
+60,850
New +$5.19M 1.42% 17
2021
Q1 		– Sell
-14,785
Closed -$1.3M – 99
2020
Q4 		$1.3M Buy
+14,785
New +$1.3M 0.45% 25

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's BND Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its Vanguard Total Bond Market (BND) stake by 5.7% in Q2 2026, buying an estimated $1.69M and bringing the position to 423,082 shares worth $31.1M. The position accounts for 3.93% of the portfolio, ranked #7.

Baron Silver Stevens Financial Advisors first reported a position in BND in Q4 2020 and has held it in 22 quarters since. 1,823 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 423,082 shares of Vanguard Total Bond Market worth $31.1M as of Q2 2026.
  • Baron Silver Stevens Financial Advisors bought 22,985 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.69M.
  • Vanguard Total Bond Market made up 3.93% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 22 quarters since.
  • 1,823 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.