Corient Private Wealth
BND icon

Corient Private Wealth’s Vanguard Total Bond Market BND Stock Holding History

Corient Private Wealth’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 		$432M Buy
5,881,634
+651,024
+12% +$47.8M 0.56% 28
2026
Q1 		$381M Sell
5,230,610
-3,140,014
-38% -$233M 0.55% 29
2025
Q4 		$617M Buy
8,370,624
+5,572,240
+199% +$415M 0.41% 47
2025
Q3 		$208M Sell
2,798,384
-987,899
-26% -$72.7M 0.33% 58
2025
Q2 		$270M Buy
3,786,283
+427,952
+13% +$31.1M 0.36% 51
2025
Q1 		$247M Sell
3,358,331
-388,954
-10% -$28.2M 0.4% 50
2024
Q4 		$270M Buy
3,747,285
+401,053
+12% +$29.3M 0.45% 44
2024
Q3 		$243M Buy
3,346,232
+533,532
+19% +$39.5M 0.38% 50
2024
Q2 		$203M Buy
2,812,700
+484,676
+21% +$34.7M 0.35% 57
2024
Q1 		$169M Buy
2,328,024
+435,472
+23% +$31.6M 0.3% 74
2023
Q4 		$139M Sell
1,892,552
-19,226
-1% -$1.36M 0.26% 91
2023
Q3 		$133M Buy
1,911,778
+64,383
+3% +$4.6M 0.31% 76
2023
Q2 		$134M Buy
1,847,395
+124,200
+7% +$9.1M 0.31% 74
2023
Q1 		$127M Buy
1,723,195
+181,322
+12% +$13.3M 0.34% 68
2022
Q4 		$103M Buy
+1,541,873
New +$110M 0.37% 70

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

Corient Private Wealth's BND Position: Q2 2026 in Review

Corient Private Wealth increased its Vanguard Total Bond Market (BND) stake by 12% in Q2 2026, buying an estimated $47.8M and bringing the position to 5,881,634 shares worth $432M. The position accounts for 0.56% of the portfolio, ranked #28.

Corient Private Wealth first reported a position in BND in Q4 2022 and has held it in 15 quarters since. The position peaked at $617M in Q4 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Corient Private Wealth held 5,881,634 shares of Vanguard Total Bond Market worth $432M as of Q2 2026.
  • Corient Private Wealth bought 651,024 Vanguard Total Bond Market shares in Q2 2026, an estimated $47.8M.
  • Vanguard Total Bond Market made up 0.56% of Corient Private Wealth's portfolio in Q2 2026, its #28 holding.
  • Corient Private Wealth first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Vanguard Total Bond Market position peaked at $617M in Q4 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.