Bordeaux Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Bordeaux Wealth 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
2025 Q2	$3.82M	Buy	51,915 +628	+1%	+$45.7K	0.49%	27
2025 Q1	$3.77M	Sell	51,287 -2,338	-4%	-$170K	0.7%	26
2024 Q4	$3.86M	Sell	53,625 -7,662	-13%	-$560K	0.62%	27
2024 Q3	$4.6M	Buy	61,287 +9,788	+19%	+$724K	0.83%	25
2024 Q2	$3.71M	Buy	+51,499	New	+$3.69M	0.71%	26
2023 Q1	–	Sell	-9,896	Closed	-$711K	–	101
2022 Q4	$711K	Buy	+9,896	New	+$709K	0.39%	38
2021 Q4	–	Sell	-3,464	Closed	-$296K	–	100
2021 Q3	$296K	Buy	3,464 +54	+2%	+$4.66K	0.17%	65
2021 Q2	$293K	Sell	3,410 -40	-1%	-$3.41K	0.17%	65
2021 Q1	$292K	Sell	3,450 -2,038	-37%	-$176K	0.2%	56
2020 Q4	$484K	Buy	+5,488	New	+$483K	0.36%	44

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bordeaux Wealth Advisors's BND Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 1.2% in Q2 2025, buying an estimated $45.7K and bringing the position to 51,915 shares worth $3.82M. The position accounts for 0.49% of the portfolio, ranked #27.

Bordeaux Wealth Advisors first reported a position in BND in Q4 2020 and has held it in 10 quarters since. The position peaked at $4.6M in Q3 2024. 1,640 funds tracked by Wall St. Rank hold BND as of Q2 2025.

Bordeaux Wealth Advisors held 51,915 shares of Vanguard Total Bond Market worth $3.82M as of Q2 2025.
Bordeaux Wealth Advisors bought 628 Vanguard Total Bond Market shares in Q2 2025, an estimated $45.7K.
Vanguard Total Bond Market made up 0.49% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #27 holding.
Bordeaux Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 10 quarters since.
Bordeaux Wealth Advisors's Vanguard Total Bond Market position peaked at $4.6M in Q3 2024.
1,640 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.