Colonial Trust Advisors’s Vanguard Total Bond Market BND Stock Holding History

Colonial Trust 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	$440	Buy	+6	New	+$440	﹤0.01%	775
2024 Q2	–	Sell	-19	Closed	-$1.38K	–	790
2024 Q1	$1.38K	Sell	19 -196	-91%	-$14.2K	﹤0.01%	836
2023 Q4	$15.8K	Buy	+215	New	+$15.2K	﹤0.01%	446
2022 Q4	–	Sell	-683	Closed	-$49K	–	913
2022 Q3	$49K	Buy	+683	New	+$51.1K	0.01%	232

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Colonial Trust Advisors's BND Position: Q2 2026 in Review

Colonial Trust Advisors opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 6 shares worth $440. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings. This is a return to the name: Colonial Trust Advisors previously reported a position in BND as recently as Q1 2024.

Colonial Trust Advisors first reported a position in BND in Q3 2022 and has held it in 4 quarters since. The position peaked at $49K in Q3 2022. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Colonial Trust Advisors held 6 shares of Vanguard Total Bond Market worth $440 as of Q2 2026.
Vanguard Total Bond Market was a new Colonial Trust Advisors position in Q2 2026.
Vanguard Total Bond Market made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #775 holding.
Colonial Trust Advisors first reported a position in Vanguard Total Bond Market in Q3 2022 and has held it in 4 quarters since.
Colonial Trust Advisors's Vanguard Total Bond Market position peaked at $49K in Q3 2022.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.