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Congress Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Congress Wealth Management’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
2025
Q2 		$72.5M Buy
984,103
+941,998
+2,237% +$68.5M 0.7% 19
2025
Q1 		$3.09M Buy
42,105
+4,029
+11% +$292K 0.04% 407
2024
Q4 		$2.74M Sell
38,076
-3,090
-8% -$226K 0.04% 364
2024
Q3 		$3.09M Buy
41,166
+9,777
+31% +$724K 0.04% 364
2024
Q2 		$2.26M Sell
31,389
-1,003
-3% -$71.8K 0.04% 338
2024
Q1 		$2.35M Buy
32,392
+603
+2% +$43.8K 0.04% 298
2023
Q4 		$2.34M Buy
31,789
+1,687
+6% +$119K 0.04% 298
2023
Q3 		$2.1M Buy
+30,102
New +$2.15M 0.04% 297
2023
Q2 		– Sell
-5,483
Closed -$405K – 557
2023
Q1 		$405K Sell
5,483
-53
-1% -$3.88K 0.01% 442
2022
Q4 		$398K Sell
5,536
-1,446
-21% -$104K 0.01% 436
2022
Q3 		$497K Buy
6,982
+134
+2% +$10K 0.01% 406
2022
Q2 		$516K Sell
6,848
-57
-0.8% -$4.34K 0.01% 403
2022
Q1 		$549K Sell
6,905
-158
-2% -$12.9K 0.01% 434
2021
Q4 		$599K Buy
+7,063
New +$602K 0.01% 443

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Congress Wealth Management's BND Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Total Bond Market (BND) stake by 2,237% in Q2 2025, buying an estimated $68.5M and bringing the position to 984,103 shares worth $72.5M. The position accounts for 0.7% of the portfolio, ranked #19.

Congress Wealth Management first reported a position in BND in Q4 2021 and has held it in 14 quarters since. 1,644 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Congress Wealth Management held 984,103 shares of Vanguard Total Bond Market worth $72.5M as of Q2 2025.
  • Congress Wealth Management bought 941,998 Vanguard Total Bond Market shares in Q2 2025, an estimated $68.5M.
  • Vanguard Total Bond Market made up 0.7% of Congress Wealth Management's portfolio in Q2 2025, its #19 holding.
  • Congress Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 14 quarters since.
  • 1,644 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.