BEI
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Benjamin Edwards Inc’s Vanguard Total Bond Market BND Stock Holding History

Benjamin Edwards Inc’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 		$20.6M Sell
279,601
-1,298
-0.5% -$96.3K 0.2% 131
2025
Q4 		$20.8M Buy
280,899
+54,334
+24% +$4.04M 0.23% 117
2025
Q3 		$16.8M Sell
226,565
-19,159
-8% -$1.41M 0.19% 128
2025
Q2 		$18.1M Sell
245,724
-79
-0% -$5.75K 0.23% 109
2025
Q1 		$18.1M Buy
245,803
+24,006
+11% +$1.74M 0.25% 106
2024
Q4 		$15.9M Sell
221,797
-15,930
-7% -$1.16M 0.23% 111
2024
Q3 		$17.9M Buy
237,727
+237,643
+282,908% +$17.6M 0.26% 109
2024
Q2 		$6K Sell
84
-20
-19% -$1.43K ﹤0.01% 638
2024
Q1 		$8K Sell
104
-105
-50% -$7.62K ﹤0.01% 650
2023
Q4 		$15K Buy
209
+1
+0.5% +$71 ﹤0.01% 557
2023
Q3 		$15K Sell
208
-12,656
-98% -$904K ﹤0.01% 549
2023
Q2 		$935K Buy
12,864
+1,236
+11% +$90.5K 0.22% 130
2023
Q1 		$859K Sell
11,628
-770
-6% -$56.3K 0.21% 132
2022
Q4 		$891K Buy
12,398
+793
+7% +$56.8K 0.23% 124
2022
Q3 		$828K Buy
11,605
+1,021
+10% +$76.4K 0.25% 121
2022
Q2 		$797K Sell
10,584
-1,116
-10% -$84.9K 0.23% 126
2022
Q1 		$931K Buy
11,700
+2,728
+30% +$223K 0.27% 113
2021
Q4 		$760K Buy
+8,972
New +$764K 0.25% 113

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

Benjamin Edwards Inc's BND Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its Vanguard Total Bond Market (BND) stake by 0.46% in Q1 2026, selling an estimated $96.3K and leaving 279,601 shares worth $20.6M. The position accounts for 0.2% of the portfolio, ranked #131.

Benjamin Edwards Inc first reported a position in BND in Q4 2021 and has held it in 18 quarters since. The position peaked at $20.8M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Benjamin Edwards Inc held 279,601 shares of Vanguard Total Bond Market worth $20.6M as of Q1 2026.
  • Benjamin Edwards Inc sold 1,298 Vanguard Total Bond Market shares in Q1 2026, an estimated $96.3K.
  • Vanguard Total Bond Market made up 0.2% of Benjamin Edwards Inc's portfolio in Q1 2026, its #131 holding.
  • Benjamin Edwards Inc first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 18 quarters since.
  • Benjamin Edwards Inc's Vanguard Total Bond Market position peaked at $20.8M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.