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

Dakota 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
2026
Q2 		$2.94M Sell
39,991
-4,288
-10% -$315K 0.06% 255
2026
Q1 		$3.26M Buy
44,279
+6,003
+16% +$445K 0.07% 218
2025
Q4 		$2.84M Buy
38,276
+8,783
+30% +$654K 0.05% 239
2025
Q3 		$2.19M Buy
29,493
+2,319
+9% +$171K 0.04% 247
2025
Q2 		$2M Sell
27,174
-174
-0.6% -$12.7K 0.04% 266
2025
Q1 		$2.01M Sell
27,348
-650
-2% -$47.2K 0.05% 257
2024
Q4 		$2.01M Buy
27,998
+6,247
+29% +$457K 0.05% 261
2024
Q3 		$1.63M Buy
21,751
+1,888
+10% +$140K 0.04% 294
2024
Q2 		$1.43M Buy
19,863
+2,000
+11% +$143K 0.03% 306
2024
Q1 		$1.3M Sell
17,863
-316
-2% -$22.9K 0.03% 321
2023
Q4 		$1.34M Buy
18,179
+2,970
+20% +$210K 0.05% 270
2023
Q3 		$1.06M Sell
15,209
-151
-1% -$10.8K 0.05% 280
2023
Q2 		$1.12M Buy
15,360
+7,650
+99% +$560K 0.05% 241
2023
Q1 		$569K Sell
7,710
-2,531
-25% -$185K 0.04% 342
2022
Q4 		$736K Sell
10,241
-1,150
-10% -$82.4K 0.05% 267
2022
Q3 		$813K Buy
11,391
+369
+3% +$27.6K 0.07% 242
2022
Q2 		$829K Buy
11,022
+156
+1% +$11.9K 0.08% 203
2022
Q1 		$864K Buy
10,866
+1,429
+15% +$117K 0.07% 209
2021
Q4 		$799K Sell
9,437
-11,660
-55% -$993K 0.08% 186
2021
Q3 		$1.8M Buy
21,097
+5,735
+37% +$495K 0.21% 120
2021
Q2 		$1.32M Buy
15,362
+7,040
+85% +$600K 0.16% 136
2021
Q1 		$705K Buy
8,322
+4,035
+94% +$348K 0.09% 178
2020
Q4 		$378K Buy
4,287
+508
+13% +$44.7K 0.05% 229
2020
Q3 		$334K Buy
+3,779
New +$335K 0.05% 216
2020
Q1 		– Sell
-7,264
Closed -$609K – 264
2019
Q4 		$609K Buy
7,264
+2,322
+47% +$195K 0.1% 173
2019
Q3 		$417K Buy
4,942
+1,367
+38% +$115K 0.07% 201
2019
Q2 		$297K Buy
3,575
+325
+10% +$26.5K 0.06% 226
2019
Q1 		$264K Buy
+3,250
New +$260K 0.05% 246

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

Dakota Wealth Management's BND Position: Q2 2026 in Review

Dakota Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 9.7% in Q2 2026, selling an estimated $315K and leaving 39,991 shares worth $2.94M. The position accounts for 0.06% of the portfolio, ranked #255.

Dakota Wealth Management first reported a position in BND in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.26M in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Dakota Wealth Management held 39,991 shares of Vanguard Total Bond Market worth $2.94M as of Q2 2026.
  • Dakota Wealth Management sold 4,288 Vanguard Total Bond Market shares in Q2 2026, an estimated $315K.
  • Vanguard Total Bond Market made up 0.06% of Dakota Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Dakota Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2019 and has held it in 28 quarters since.
  • Dakota Wealth Management's Vanguard Total Bond Market position peaked at $3.26M in Q1 2026.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.