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Claro Advisors’s Vanguard Total Bond Market BND Stock Holding History

Claro 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 		$840K Buy
11,406
+3,296
+41% +$245K 0.1% 169
2025
Q4 		$601K Buy
8,110
+2,828
+54% +$210K 0.08% 199
2025
Q3 		$393K Sell
5,282
-5,853
-53% -$431K 0.06% 264
2025
Q2 		$820K Sell
11,135
-542
-5% -$39.4K 0.14% 145
2025
Q1 		$858K Sell
11,677
-4,147
-26% -$301K 0.11% 166
2024
Q4 		$1.14M Buy
15,824
+3,333
+27% +$244K 0.15% 121
2024
Q3 		$938K Buy
12,491
+239
+2% +$17.7K 0.12% 161
2024
Q2 		$883K Sell
12,252
-1,621
-12% -$116K 0.14% 151
2024
Q1 		$1.01M Buy
13,873
+1,874
+16% +$136K 0.18% 129
2023
Q4 		$882K Sell
11,999
-364
-3% -$25.7K 0.19% 124
2023
Q3 		$863K Buy
12,363
+3,697
+43% +$264K 0.22% 105
2023
Q2 		$630K Buy
8,666
+1,036
+14% +$75.9K 0.16% 163
2023
Q1 		$563K Buy
7,630
+25
+0.3% +$1.83K 0.17% 155
2022
Q4 		$546K Sell
7,605
-361
-5% -$25.9K 0.18% 141
2022
Q3 		$600K Hold
7,966
– – 0.24% 110
2022
Q2 		$600K Sell
7,966
-83
-1% -$6.32K 0.24% 110
2022
Q1 		$682K Hold
8,049
– – 0.25% 103
2021
Q4 		$682K Sell
8,049
-2,314
-22% -$197K 0.25% 103
2021
Q3 		$885K Buy
10,363
+4,760
+85% +$411K 0.37% 68
2021
Q2 		$481K Buy
5,603
+279
+5% +$23.8K 0.22% 131
2021
Q1 		$451K Hold
5,324
– – 0.23% 125
2020
Q4 		$470K Sell
5,324
-276
-5% -$24.3K 0.25% 114
2020
Q3 		$494K Buy
5,600
+40
+0.7% +$3.55K 0.31% 94
2020
Q2 		$491K Buy
5,560
+290
+6% +$25.4K 0.34% 85
2020
Q1 		$450K Sell
5,270
-466
-8% -$39.6K 0.42% 74
2019
Q4 		$481K Sell
5,736
-7
-0.1% -$589 0.37% 81
2019
Q3 		$485K Buy
5,743
+323
+6% +$27.1K 0.43% 69
2019
Q2 		$450K Sell
5,420
-641
-11% -$52.2K 0.42% 69
2019
Q1 		$492K Buy
6,061
+14
+0.2% +$1.12K 0.49% 62
2018
Q4 		$476K Buy
+6,047
New +$473K 0.38% 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

Claro Advisors's BND Position: Q1 2026 in Review

Claro Advisors increased its Vanguard Total Bond Market (BND) stake by 41% in Q1 2026, buying an estimated $245K and bringing the position to 11,406 shares worth $840K. The position accounts for 0.1% of the portfolio, ranked #169.

Claro Advisors first reported a position in BND in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.14M in Q4 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Claro Advisors held 11,406 shares of Vanguard Total Bond Market worth $840K as of Q1 2026.
  • Claro Advisors bought 3,296 Vanguard Total Bond Market shares in Q1 2026, an estimated $245K.
  • Vanguard Total Bond Market made up 0.1% of Claro Advisors's portfolio in Q1 2026, its #169 holding.
  • Claro Advisors first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's Vanguard Total Bond Market position peaked at $1.14M in Q4 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.