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

Davis 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 		– Sell
-8,792
Closed -$647K – 74
2026
Q1 		$647K Buy
+8,792
New +$652K 0.54% 46

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

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

Davis Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 8,792 shares — an estimated $647K sold.

Davis Wealth Advisors first reported a position in BND in Q1 2026 and held it in 1 quarter. The position peaked at $647K in Q1 2026. 1,817 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Davis Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
  • Davis Wealth Advisors sold 8,792 Vanguard Total Bond Market shares in Q2 2026, an estimated $647K.
  • Davis Wealth Advisors first reported a position in Vanguard Total Bond Market in Q1 2026 and held it in 1 quarter.
  • Davis Wealth Advisors's Vanguard Total Bond Market position peaked at $647K in Q1 2026.
  • 1,817 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.