Crewe Advisors’s Vanguard Total Bond Market BND Stock Holding History

Crewe 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	$50.8M	Buy	691,686 +18,705	+3%	+$1.37M	3.68%	6
2026 Q1	$49.6M	Buy	672,981 +68,432	+11%	+$5.08M	4.23%	6
2025 Q4	$44.8M	Buy	604,549 +28,019	+5%	+$2.09M	3.97%	6
2025 Q3	$42.9M	Buy	576,530 +39,344	+7%	+$2.9M	4.09%	6
2025 Q2	$39.6M	Buy	+537,186	New	+$39.1M	5.6%	4
2024 Q4	–	Sell	-467,463	Closed	-$35.1M	–	665
2024 Q3	$35.1M	Buy	467,463 +44,198	+10%	+$3.27M	4.07%	6
2024 Q2	$30.5M	Buy	423,265 +41,574	+11%	+$2.98M	3.42%	6
2024 Q1	$27.7M	Buy	381,691 +19,680	+5%	+$1.43M	3.23%	7
2023 Q4	$26.6M	Buy	362,011 +31,911	+10%	+$2.25M	4.21%	7
2023 Q3	$23M	Buy	330,100 +21,095	+7%	+$1.51M	3.98%	9
2023 Q2	$22.5M	Buy	309,005 +123,575	+67%	+$9.05M	3.15%	10
2023 Q1	$13.7M	Buy	185,430 +162,356	+704%	+$11.9M	2%	16
2022 Q4	$1.66M	Buy	23,074 +22,151	+2,400%	+$1.59M	0.26%	43
2022 Q3	$66K	Hold	923	–	–	0.01%	281
2022 Q2	$69K	Buy	923 +5	+0.5%	+$381	0.02%	254
2022 Q1	$73K	Buy	918 +269	+41%	+$22K	0.01%	199
2021 Q4	$55K	Buy	+649	New	+$55.3K	0.01%	179
2019 Q3	–	Sell	-72	Closed	-$6K	–	223
2019 Q2	$6K	Buy	+72	New	+$5.87K	﹤0.01%	233

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

Crewe Advisors's BND Position: Q2 2026 in Review

Crewe Advisors increased its Vanguard Total Bond Market (BND) stake by 2.8% in Q2 2026, buying an estimated $1.37M and bringing the position to 691,686 shares worth $50.8M. The position accounts for 3.68% of the portfolio, ranked #6.

Crewe Advisors first reported a position in BND in Q2 2019 and has held it in 18 quarters since. 1,813 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Crewe Advisors held 691,686 shares of Vanguard Total Bond Market worth $50.8M as of Q2 2026.
Crewe Advisors bought 18,705 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.37M.
Vanguard Total Bond Market made up 3.68% of Crewe Advisors's portfolio in Q2 2026, its #6 holding.
Crewe Advisors first reported a position in Vanguard Total Bond Market in Q2 2019 and has held it in 18 quarters since.
1,813 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.