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Brio Consultants’s Vanguard Total Bond Market BND Stock Holding History

Brio Consultants’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 		$67.8M Buy
925,546
+33,730
+4% +$2.5M 8.29% 2
2025
Q4 		$66.1M Buy
891,816
+64,554
+8% +$4.8M 8.58% 3
2025
Q3 		$61.5M Buy
827,262
+22,444
+3% +$1.65M 8.46% 3
2025
Q2 		$59.3M Buy
804,818
+23,116
+3% +$1.68M 8.66% 3
2025
Q1 		$57.4M Buy
781,702
+19,331
+3% +$1.4M 9.02% 2
2024
Q4 		$54.8M Buy
762,371
+38,150
+5% +$2.79M 8.58% 3
2024
Q3 		$54.4M Buy
+724,221
New +$53.6M 8.65% 3
2024
Q1 		– Sell
-3,730
Closed -$274K – 97
2023
Q4 		$274K Buy
3,730
+7
+0.2% +$494 0.05% 84
2023
Q3 		$260K Buy
+3,723
New +$266K 0.05% 81
2022
Q2 		– Sell
-50,855
Closed -$4.04M – 81
2022
Q1 		$4.04M Buy
50,855
+4,580
+10% +$374K 0.86% 26
2021
Q4 		$3.92M Buy
46,275
+24,883
+116% +$2.12M 0.92% 22
2021
Q3 		$1.83M Sell
21,392
-6,358
-23% -$549K 0.44% 31
2021
Q2 		$2.38M Buy
+27,750
New +$2.37M 0.61% 28
2019
Q4 		– Sell
-3,382
Closed -$286K – 78
2019
Q3 		$286K Buy
3,382
+24
+0.7% +$2.01K 0.11% 59
2019
Q2 		$279K Buy
3,358
+24
+0.7% +$1.96K 0.11% 58
2019
Q1 		$271K Buy
3,334
+16
+0.5% +$1.28K 0.12% 56
2018
Q4 		$263K Buy
+3,318
New +$259K 0.14% 59

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

Brio Consultants's BND Position: Q1 2026 in Review

Brio Consultants increased its Vanguard Total Bond Market (BND) stake by 3.8% in Q1 2026, buying an estimated $2.5M and bringing the position to 925,546 shares worth $67.8M. The position accounts for 8.29% of the portfolio, ranked #2.

Brio Consultants first reported a position in BND in Q4 2018 and has held it in 17 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Brio Consultants held 925,546 shares of Vanguard Total Bond Market worth $67.8M as of Q1 2026.
  • Brio Consultants bought 33,730 Vanguard Total Bond Market shares in Q1 2026, an estimated $2.5M.
  • Vanguard Total Bond Market made up 8.29% of Brio Consultants's portfolio in Q1 2026, its #2 holding.
  • Brio Consultants first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 17 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.