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

Beacon Pointe 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
Q1 		$191M Buy
2,599,326
+871,946
+50% +$64.7M 1.01% 16
2025
Q4 		$128M Buy
1,727,380
+376,503
+28% +$28M 0.9% 19
2025
Q3 		$100M Buy
1,350,877
+64,928
+5% +$4.78M 0.85% 21
2025
Q2 		$94.7M Buy
1,285,949
+42,467
+3% +$3.09M 0.99% 19
2025
Q1 		$91.3M Sell
1,243,482
-4,532
-0.4% -$329K 1.03% 16
2024
Q4 		$89.7M Buy
1,248,014
+78,535
+7% +$5.74M 0.99% 18
2024
Q3 		$87.8M Buy
1,169,479
+85,388
+8% +$6.32M 1.01% 13
2024
Q2 		$78.1M Buy
1,084,091
+6,066
+0.6% +$434K 0.92% 17
2024
Q1 		$78.3M Buy
1,078,025
+75,500
+8% +$5.48M 0.87% 18
2023
Q4 		$73.7M Sell
1,002,525
-167,968
-14% -$11.9M 0.88% 18
2023
Q3 		$81.7M Buy
1,170,493
+183,542
+19% +$13.1M 1.02% 14
2023
Q2 		$71.7M Buy
986,951
+276,629
+39% +$20.3M 1.17% 13
2023
Q1 		$52.4M Buy
710,322
+21,991
+3% +$1.61M 0.89% 14
2022
Q4 		$49.4M Buy
688,331
+97,616
+17% +$6.99M 0.96% 12
2022
Q3 		$42.1M Buy
590,715
+56,628
+11% +$4.24M 0.94% 14
2022
Q2 		$40.2M Buy
534,087
+10,321
+2% +$785K 0.85% 17
2022
Q1 		$41.7M Buy
523,766
+98,741
+23% +$8.07M 0.57% 33
2021
Q4 		$36M Sell
425,025
-20,395
-5% -$1.74M 0.94% 19
2021
Q3 		$38.1M Buy
445,420
+91,122
+26% +$7.87M 0.94% 20
2021
Q2 		$30.4M Buy
354,298
+136,116
+62% +$11.6M 1.08% 15
2021
Q1 		$18.5M Buy
218,182
+27,889
+15% +$2.41M 1.14% 19
2020
Q4 		$16.8M Buy
190,293
+50,124
+36% +$4.41M 1.15% 20
2020
Q3 		$12.4M Buy
140,169
+52,793
+60% +$4.68M 1.2% 19
2020
Q2 		$7.72M Buy
87,376
+17,244
+25% +$1.51M 0.77% 31
2020
Q1 		$5.99M Buy
70,132
+16,221
+30% +$1.38M 0.95% 27
2019
Q4 		$4.52M Buy
53,911
+20,446
+61% +$1.72M 1.4% 17
2019
Q3 		$2.83M Buy
33,465
+5,593
+20% +$469K 1.22% 20
2019
Q2 		$2.32M Buy
27,872
+811
+3% +$66.1K 0.85% 28
2019
Q1 		$2.2M Buy
27,061
+248
+0.9% +$19.8K 0.83% 37
2018
Q4 		$2.13M Buy
+26,813
New +$2.1M 1.29% 20

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beacon Pointe Advisors's BND Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Vanguard Total Bond Market (BND) stake by 50% in Q1 2026, buying an estimated $64.7M and bringing the position to 2,599,326 shares worth $191M. The position accounts for 1.01% of the portfolio, ranked #16.

Beacon Pointe Advisors first reported a position in BND in Q4 2018 and has held it in 30 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Beacon Pointe Advisors held 2,599,326 shares of Vanguard Total Bond Market worth $191M as of Q1 2026.
  • Beacon Pointe Advisors bought 871,946 Vanguard Total Bond Market shares in Q1 2026, an estimated $64.7M.
  • Vanguard Total Bond Market made up 1.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #16 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 30 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.