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Blue Trust Inc’s Vanguard Total Bond Market BND Stock Holding History

Blue Trust 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
Q2 		$3.79M Sell
51,569
-19,844
-28% -$1.46M 0.04% 126
2026
Q1 		$5.26M Sell
71,413
-10,542
-13% -$782K 0.06% 92
2025
Q4 		$6.07M Buy
81,955
+10,707
+15% +$797K 0.07% 84
2025
Q3 		$5.3M Buy
71,248
+29,505
+71% +$2.17M 0.06% 94
2025
Q2 		$3.07M Sell
41,743
-15,564
-27% -$1.13M 0.04% 132
2025
Q1 		$4.21M Sell
57,307
-1,395
-2% -$101K 0.05% 104
2024
Q4 		$4.22M Buy
58,702
+18,029
+44% +$1.32M 0.05% 101
2024
Q3 		$2.93M Sell
40,673
-6,636
-14% -$491K 0.04% 116
2024
Q2 		$3.44M Buy
47,309
+28,326
+149% +$2.03M 0.05% 88
2024
Q1 		$1.38M Buy
18,983
+9,535
+101% +$692K 0.02% 154
2023
Q4 		$659K Buy
9,448
+3,436
+57% +$243K 0.01% 207
2023
Q3 		$437K Sell
6,012
-8,275
-58% -$591K 0.01% 270
2023
Q2 		$1.05M Sell
14,287
-23,580
-62% -$1.73M 0.02% 153
2023
Q1 		$2.72M Buy
37,867
+30,622
+423% +$2.24M 0.04% 100
2022
Q4 		$516K Buy
7,245
+7,155
+7,950% +$513K 0.01% 247
2022
Q3 		$7K Hold
90
– – ﹤0.01% 1455
2022
Q2 		$7K Buy
+90
New +$6.85K ﹤0.01% 1319

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

Blue Trust Inc's BND Position: Q2 2026 in Review

Blue Trust Inc reduced its Vanguard Total Bond Market (BND) stake by 28% in Q2 2026, selling an estimated $1.46M and leaving 51,569 shares worth $3.79M. The position accounts for 0.04% of the portfolio, ranked #126.

Blue Trust Inc first reported a position in BND in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.07M in Q4 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Blue Trust Inc held 51,569 shares of Vanguard Total Bond Market worth $3.79M as of Q2 2026.
  • Blue Trust Inc sold 19,844 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.46M.
  • Vanguard Total Bond Market made up 0.04% of Blue Trust Inc's portfolio in Q2 2026, its #126 holding.
  • Blue Trust Inc first reported a position in Vanguard Total Bond Market in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Vanguard Total Bond Market position peaked at $6.07M in Q4 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.