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Concord Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Concord Wealth Partners’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 		$517K Buy
+7,049
New +$517K 0.06% 152
2026
Q1 		– Sell
-2,405
Closed -$178K – 267
2025
Q4 		$178K Buy
2,405
+22
+0.9% +$1.64K 0.02% 201
2025
Q3 		$177K Buy
2,383
+18
+0.8% +$1.32K 0.02% 204
2025
Q2 		$174K Buy
2,365
+19
+0.8% +$1.38K 0.03% 215
2025
Q1 		$172K Buy
2,346
+11
+0.5% +$798 0.03% 198
2024
Q4 		$168K Sell
2,335
-349
-13% -$25.5K 0.03% 209
2024
Q3 		$202K Buy
2,684
+20
+0.8% +$1.48K 0.03% 202
2024
Q2 		$192K Buy
2,664
+50
+2% +$3.58K 0.03% 199
2024
Q1 		$190K Buy
2,614
+11
+0.4% +$798 0.03% 212
2023
Q4 		$191K Buy
2,603
+22
+0.9% +$1.55K 0.04% 199
2023
Q3 		$180K Buy
2,581
+2
+0.1% +$143 0.04% 209
2023
Q2 		$187K Buy
2,579
+434
+20% +$31.8K 0.04% 201
2023
Q1 		$158K Sell
2,145
-209
-9% -$15.3K 0.04% 191
2022
Q4 		$169K Buy
+2,354
New +$169K 0.05% 176
2022
Q3 		– Sell
-1,928
Closed -$145K – 272
2022
Q2 		$145K Sell
1,928
-245
-11% -$18.6K 0.04% 205
2022
Q1 		$173K Sell
2,173
-662
-23% -$54.1K 0.04% 200
2021
Q4 		$240K Buy
2,835
+2,610
+1,160% +$222K 0.06% 162
2021
Q3 		$19K Sell
225
-3
-1% -$259 0.01% 377
2021
Q2 		$20K Buy
228
+23
+11% +$1.96K 0.01% 498
2021
Q1 		$17K Buy
205
+16
+8% +$1.38K 0.01% 497
2020
Q4 		$17K Buy
+189
New +$16.6K 0.01% 324

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

Concord Wealth Partners's BND Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 7,049 shares worth $517K. The stake represents 0.06% of the portfolio and ranks #152 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BND as recently as Q4 2025.

Concord Wealth Partners first reported a position in BND in Q4 2020 and has held it in 21 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Concord Wealth Partners held 7,049 shares of Vanguard Total Bond Market worth $517K as of Q2 2026.
  • Vanguard Total Bond Market was a new Concord Wealth Partners position in Q2 2026.
  • Vanguard Total Bond Market made up 0.06% of Concord Wealth Partners's portfolio in Q2 2026, its #152 holding.
  • Concord Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 21 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.