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Beaumont Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Beaumont 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
Q1 		$1.95M Buy
26,542
+442
+2% +$32.8K 0.13% 99
2025
Q4 		$1.93M Buy
26,100
+274
+1% +$20.4K 0.13% 100
2025
Q3 		$1.92M Buy
25,826
+204
+0.8% +$15K 0.13% 98
2025
Q2 		$1.89M Buy
25,622
+204
+0.8% +$14.8K 0.14% 95
2025
Q1 		$1.87M Buy
25,418
+127
+0.5% +$9.22K 0.15% 98
2024
Q4 		$1.82M Buy
25,291
+251
+1% +$18.4K 0.14% 103
2024
Q3 		$1.88M Buy
25,040
+183
+0.7% +$13.5K 0.15% 92
2024
Q2 		$1.79M Buy
24,857
+1,816
+8% +$130K 0.14% 96
2024
Q1 		$1.67M Buy
23,041
+103
+0.4% +$7.47K 0.14% 97
2023
Q4 		$1.69M Buy
22,938
+204
+0.9% +$14.4K 0.15% 93
2023
Q3 		$1.59M Buy
22,734
+1,089
+5% +$77.7K 0.16% 93
2023
Q2 		$1.57M Buy
21,645
+131
+0.6% +$9.6K 0.15% 104
2023
Q1 		$1.59M Buy
21,514
+82
+0.4% +$6K 0.16% 94
2022
Q4 		$1.54M Buy
+21,432
New +$1.54M 0.15% 97
2022
Q3 		– Sell
-138,654
Closed -$10.4M – 306
2022
Q2 		$10.4M Buy
+138,654
New +$10.6M 0.94% 29
2021
Q3 		– Sell
-185,017
Closed -$15.9M – 358
2021
Q2 		$15.9M Buy
185,017
+36,225
+24% +$3.09M 1.21% 25
2021
Q1 		$12.6M Buy
148,792
+10,640
+8% +$918K 1.07% 29
2020
Q4 		$12.2M Buy
138,152
+126,779
+1,115% +$11.2M 1.08% 24
2020
Q3 		$1M Buy
+11,373
New +$1.01M 0.1% 143

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

Beaumont Financial Advisors's BND Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Vanguard Total Bond Market (BND) stake by 1.7% in Q1 2026, buying an estimated $32.8K and bringing the position to 26,542 shares worth $1.95M. The position accounts for 0.13% of the portfolio, ranked #99.

Beaumont Financial Advisors first reported a position in BND in Q3 2020 and has held it in 19 quarters since. The position peaked at $15.9M in Q2 2021. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Beaumont Financial Advisors held 26,542 shares of Vanguard Total Bond Market worth $1.95M as of Q1 2026.
  • Beaumont Financial Advisors bought 442 Vanguard Total Bond Market shares in Q1 2026, an estimated $32.8K.
  • Vanguard Total Bond Market made up 0.13% of Beaumont Financial Advisors's portfolio in Q1 2026, its #99 holding.
  • Beaumont Financial Advisors first reported a position in Vanguard Total Bond Market in Q3 2020 and has held it in 19 quarters since.
  • Beaumont Financial Advisors's Vanguard Total Bond Market position peaked at $15.9M in Q2 2021.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.