CWA
BND icon

Consilio Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Consilio Wealth 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 		$4.21M Buy
57,369
+338
+0.6% +$24.8K 1.01% 22
2026
Q1 		$4.2M Sell
57,031
-4,675
-8% -$347K 1.23% 21
2025
Q4 		$4.57M Buy
61,706
+2,387
+4% +$178K 1.34% 18
2025
Q3 		$4.41M Buy
59,319
+332
+0.6% +$24.4K 1.45% 17
2025
Q2 		$4.33M Sell
58,987
-4,858
-8% -$353K 1.54% 16
2025
Q1 		$4.69M Buy
63,845
+12,060
+23% +$875K 1.96% 10
2024
Q4 		$3.72M Buy
51,785
+2,010
+4% +$147K 1.52% 15
2024
Q3 		$3.74M Buy
49,775
+1,124
+2% +$83.2K 1.54% 15
2024
Q2 		$3.51M Buy
48,651
+1,933
+4% +$138K 1.57% 13
2024
Q1 		$3.39M Buy
46,718
+2,434
+5% +$177K 1.59% 13
2023
Q4 		$3.26M Buy
44,284
+542
+1% +$38.3K 1.65% 13
2023
Q3 		$3M Buy
43,742
+501
+1% +$35.8K 1.74% 14
2023
Q2 		$3.14M Buy
43,241
+494
+1% +$36.2K 1.73% 15
2023
Q1 		$3.16M Buy
42,747
+11,428
+36% +$836K 1.79% 17
2022
Q4 		$2.25M Buy
31,319
+547
+2% +$39.2K 1.44% 17
2022
Q3 		$2.19M Buy
30,772
+1,143
+4% +$85.5K 1.72% 15
2022
Q2 		$2.23M Buy
29,629
+847
+3% +$64.5K 1.81% 15
2022
Q1 		$2.29M Sell
28,782
-5,229
-15% -$427K 1.8% 13
2021
Q4 		$2.88M Buy
+34,011
New +$2.9M 2.24% 10

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

Consilio Wealth Advisors's BND Position: Q2 2026 in Review

Consilio Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 0.59% in Q2 2026, buying an estimated $24.8K and bringing the position to 57,369 shares worth $4.21M. The position accounts for 1.01% of the portfolio, ranked #22.

Consilio Wealth Advisors first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.69M in Q1 2025. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Consilio Wealth Advisors held 57,369 shares of Vanguard Total Bond Market worth $4.21M as of Q2 2026.
  • Consilio Wealth Advisors bought 338 Vanguard Total Bond Market shares in Q2 2026, an estimated $24.8K.
  • Vanguard Total Bond Market made up 1.01% of Consilio Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Consilio Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • Consilio Wealth Advisors's Vanguard Total Bond Market position peaked at $4.69M in Q1 2025.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.