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Beacon Harbor Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Beacon Harbor 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 		$29.9M Buy
413,600
+38,386
+10% +$2.82M 5.82% 3
2026
Q1 		$27.6M Buy
375,214
+15,598
+4% +$1.16M 5.79% 1
2025
Q4 		$26.6M Buy
359,616
+22,312
+7% +$1.66M 5.9% 3
2025
Q3 		$25.1M Buy
337,304
+16,994
+5% +$1.25M 5.86% 3
2025
Q2 		$23.6M Sell
320,310
-33,061
-9% -$2.4M 5.88% 3
2025
Q1 		$26M Buy
353,371
+27,251
+8% +$1.98M 6.03% 1
2024
Q4 		$23.5M Buy
326,120
+22,803
+8% +$1.67M 5.46% 3
2024
Q3 		$22.8M Buy
303,317
+15,730
+5% +$1.16M 5.42% 3
2024
Q2 		$20.7M Buy
287,587
+10,541
+4% +$755K 5.39% 3
2024
Q1 		$20.1M Buy
+277,046
New +$20.1M 5.33% 3
2023
Q4 		– Sell
-222,868
Closed -$15.6M – 78
2023
Q3 		$15.6M Buy
222,868
+8,365
+4% +$597K 5.18% 3
2023
Q2 		$15.6M Buy
214,503
+52,663
+33% +$3.86M 5.1% 3
2023
Q1 		$11.9M Buy
161,840
+5,848
+4% +$428K 4.17% 3
2022
Q4 		$11.2M Buy
+155,992
New +$11.2M 3.81% 4
2022
Q2 		$11.7M Buy
155,951
+10,208
+7% +$777K 4.14% 3
2022
Q1 		$11.6M Buy
145,743
+7,557
+5% +$617K 3.78% 3
2021
Q4 		$11.7M Buy
138,186
+5,208
+4% +$444K 3.88% 3
2021
Q3 		$11.4M Buy
132,978
+5,494
+4% +$474K 4.03% 3
2021
Q2 		$10.9M Buy
127,484
+3,145
+3% +$268K 3.93% 3
2021
Q1 		$10.5M Buy
124,339
+7,662
+7% +$661K 4.2% 3
2020
Q4 		$10.3M Buy
116,677
+4,645
+4% +$409K 4.2% 3
2020
Q3 		$9.88M Sell
112,032
-3,775
-3% -$335K 4.82% 5
2020
Q2 		$10.2M Buy
115,807
+5,850
+5% +$511K 5.88% 4
2020
Q1 		$9.38M Buy
109,957
+3,762
+4% +$320K 7.09% 3
2019
Q4 		$8.9M Buy
106,195
+774
+0.7% +$65.1K 5.26% 3
2019
Q3 		$8.86M Buy
105,421
+1,519
+1% +$127K 5.66% 3
2019
Q2 		$8.63M Buy
+103,902
New +$8.46M 7.91% 3

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

Beacon Harbor Wealth Advisors's BND Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 10% in Q2 2026, buying an estimated $2.82M and bringing the position to 413,600 shares worth $29.9M. The position accounts for 5.82% of the portfolio, ranked #3.

Beacon Harbor Wealth Advisors first reported a position in BND in Q2 2019 and has held it in 27 quarters since. 1,829 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Beacon Harbor Wealth Advisors held 413,600 shares of Vanguard Total Bond Market worth $29.9M as of Q2 2026.
  • Beacon Harbor Wealth Advisors bought 38,386 Vanguard Total Bond Market shares in Q2 2026, an estimated $2.82M.
  • Vanguard Total Bond Market made up 5.82% of Beacon Harbor Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Beacon Harbor Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2019 and has held it in 27 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.