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Beacon Investment Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

Beacon Investment Advisory Services’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 		$9.92M Buy
135,066
+3,212
+2% +$236K 0.37% 60
2026
Q1 		$9.71M Sell
131,854
-2,635
-2% -$195K 0.4% 64
2025
Q4 		$9.96M Buy
134,489
+1,345
+1% +$100K 0.41% 60
2025
Q3 		$9.9M Buy
133,144
+3,447
+3% +$254K 0.42% 61
2025
Q2 		$9.55M Buy
129,697
+9,225
+8% +$671K 0.42% 63
2025
Q1 		$8.85M Buy
120,472
+7,372
+7% +$535K 0.41% 65
2024
Q4 		$8.13M Buy
113,100
+4,281
+4% +$313K 0.35% 69
2024
Q3 		$8.17M Buy
108,819
+829
+0.8% +$61.3K 0.34% 69
2024
Q2 		$7.78M Buy
107,990
+16,502
+18% +$1.18M 0.33% 72
2024
Q1 		$6.64M Buy
91,488
+7,541
+9% +$547K 0.29% 76
2023
Q4 		$6.17M Buy
+83,947
New +$5.93M 0.28% 79

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 Investment Advisory Services's BND Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Vanguard Total Bond Market (BND) stake by 2.4% in Q2 2026, buying an estimated $236K and bringing the position to 135,066 shares worth $9.92M. The position accounts for 0.37% of the portfolio, ranked #60.

Beacon Investment Advisory Services first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.96M in Q4 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Beacon Investment Advisory Services held 135,066 shares of Vanguard Total Bond Market worth $9.92M as of Q2 2026.
  • Beacon Investment Advisory Services bought 3,212 Vanguard Total Bond Market shares in Q2 2026, an estimated $236K.
  • Vanguard Total Bond Market made up 0.37% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #60 holding.
  • Beacon Investment Advisory Services first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • Beacon Investment Advisory Services's Vanguard Total Bond Market position peaked at $9.96M in Q4 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.