Diversify Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

Diversify Advisory Services’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	$13M	Buy	178,765 +175,001	+4,649%	+$12.8M	0.22%	95
2026 Q1	$276K	Sell	3,764 -63,529	-94%	-$4.71M	0.04%	172
2025 Q4	$4.99M	Buy	67,293 +22,754	+51%	+$1.69M	0.16%	106
2025 Q3	$3.31M	Sell	44,539 -3,055	-6%	-$225K	0.11%	143
2025 Q2	$3.5M	Buy	47,594 +2,403	+5%	+$175K	0.13%	116
2025 Q1	$3.32M	Buy	45,191 +3,468	+8%	+$252K	0.21%	81
2024 Q4	$2.97M	Sell	41,723 -97,169	-70%	-$7.1M	0.16%	94
2024 Q3	$10.2M	Buy	138,892 +15,113	+12%	+$1.12M	0.55%	32
2024 Q2	$8.96M	Sell	123,779 -260,262	-68%	-$18.6M	0.49%	35
2024 Q1	$27.6M	Buy	+384,041	New	+$27.9M	1.63%	9

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

Diversify Advisory Services's BND Position: Q2 2026 in Review

Diversify Advisory Services increased its Vanguard Total Bond Market (BND) stake by 4,649% in Q2 2026, buying an estimated $12.8M and bringing the position to 178,765 shares worth $13M. The position accounts for 0.22% of the portfolio, ranked #95.

Diversify Advisory Services first reported a position in BND in Q1 2024 and has held it in 10 quarters since. The position peaked at $27.6M in Q1 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Diversify Advisory Services held 178,765 shares of Vanguard Total Bond Market worth $13M as of Q2 2026.
Diversify Advisory Services bought 175,001 Vanguard Total Bond Market shares in Q2 2026, an estimated $12.8M.
Vanguard Total Bond Market made up 0.22% of Diversify Advisory Services's portfolio in Q2 2026, its #95 holding.
Diversify Advisory Services first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's Vanguard Total Bond Market position peaked at $27.6M in Q1 2024.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.