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

Clearstead 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
Q2 		$10.2M Buy
138,802
+2,931
+2% +$215K 0.1% 165
2026
Q1 		$10M Buy
135,871
+6,710
+5% +$498K 0.09% 166
2025
Q4 		$9.57M Buy
129,161
+2,044
+2% +$152K 0.12% 143
2025
Q3 		$9.45M Sell
127,117
-978
-0.8% -$72K 0.12% 144
2025
Q2 		$9.43M Buy
128,095
+7,659
+6% +$557K 0.13% 138
2025
Q1 		$8.85M Buy
120,436
+2,262
+2% +$164K 0.14% 132
2024
Q4 		$8.5M Sell
118,174
-1,302
-1% -$95.2K 0.13% 138
2024
Q3 		$8.97M Buy
119,476
+20,500
+21% +$1.52M 0.14% 138
2024
Q2 		$7.13M Buy
98,976
+97,411
+6,224% +$6.98M 0.12% 145
2024
Q1 		$112K Buy
1,565
+828
+112% +$60.1K 0.01% 584
2023
Q4 		$54.2K Buy
737
+515
+232% +$36.4K ﹤0.01% 716
2023
Q3 		$15.5K Buy
+222
New +$15.8K ﹤0.01% 1060
2023
Q2 		– Sell
-2
Closed -$148 – 1384
2023
Q1 		$148 Buy
+2
New +$146 ﹤0.01% 1345
2022
Q2 		– Sell
-3,490
Closed -$278K – 1290
2022
Q1 		$278K Sell
3,490
-316
-8% -$25.8K 0.02% 361
2021
Q4 		$323K Buy
3,806
+8
+0.2% +$681 0.02% 316
2021
Q3 		$325K Hold
3,798
– – 0.02% 301
2021
Q2 		$326K Hold
3,798
– – 0.03% 281
2021
Q1 		$322K Sell
3,798
-637
-14% -$54.9K 0.03% 270
2020
Q4 		$391K Sell
4,435
-730
-14% -$64.2K 0.04% 229
2020
Q3 		$456K Buy
5,165
+723
+16% +$64.1K 0.05% 184
2020
Q2 		$392K Hold
4,442
– – 0.05% 196
2020
Q1 		$379K Buy
+4,442
New +$377K 0.06% 176
2019
Q3 		– Sell
-9,635
Closed -$800K – 268
2019
Q2 		$800K Buy
9,635
+1,162
+14% +$94.7K 0.11% 127
2019
Q1 		$688K Buy
8,473
+2,435
+40% +$194K 0.09% 137
2018
Q4 		$478K Buy
6,038
+749
+14% +$58.5K 0.07% 165
2018
Q3 		$416K Buy
5,289
+2,456
+87% +$194K 0.06% 170
2018
Q2 		$224K Buy
+2,833
New +$224K 0.03% 210

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

Clearstead Advisors's BND Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard Total Bond Market (BND) stake by 2.2% in Q2 2026, buying an estimated $215K and bringing the position to 138,802 shares worth $10.2M. The position accounts for 0.1% of the portfolio, ranked #165.

Clearstead Advisors first reported a position in BND in Q2 2018 and has held it in 27 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Clearstead Advisors held 138,802 shares of Vanguard Total Bond Market worth $10.2M as of Q2 2026.
  • Clearstead Advisors bought 2,931 Vanguard Total Bond Market shares in Q2 2026, an estimated $215K.
  • Vanguard Total Bond Market made up 0.1% of Clearstead Advisors's portfolio in Q2 2026, its #165 holding.
  • Clearstead Advisors first reported a position in Vanguard Total Bond Market in Q2 2018 and has held it in 27 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.