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Dynamic Advisor Solutions’s Vanguard Total Bond Market BND Stock Holding History

Dynamic Advisor Solutions’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 		$30.8M Buy
419,060
+1,635
+0.4% +$120K 0.87% 24
2026
Q1 		$30.7M Buy
417,425
+17,759
+4% +$1.32M 0.97% 19
2025
Q4 		$29.6M Sell
399,666
-102,047
-20% -$7.6M 0.95% 20
2025
Q3 		$37.3M Buy
501,713
+14,626
+3% +$1.08M 1.08% 14
2025
Q2 		$35.9M Sell
487,087
-25,621
-5% -$1.86M 1.11% 12
2025
Q1 		$37.7M Buy
+512,708
New +$37.2M 1.24% 9
2024
Q4 		– Sell
-485,319
Closed -$36.5M – 674
2024
Q3 		$36.5M Buy
485,319
+39,517
+9% +$2.92M 1.09% 11
2024
Q2 		$32.1M Buy
445,802
+106,393
+31% +$7.62M 1.01% 13
2024
Q1 		$24.7M Buy
339,409
+21,495
+7% +$1.56M 0.83% 15
2023
Q4 		$23.1M Buy
317,914
+71,326
+29% +$5.04M 0.86% 12
2023
Q3 		$17.2M Buy
246,588
+13,122
+6% +$937K 0.81% 17
2023
Q2 		$17M Buy
233,466
+130,479
+127% +$9.56M 0.88% 16
2023
Q1 		$7.6M Sell
102,987
-2,671
-3% -$195K 0.44% 48
2022
Q4 		$7.59M Buy
105,658
+16,182
+18% +$1.16M 0.52% 43
2022
Q3 		$6.38M Buy
89,476
+6,676
+8% +$500K 0.49% 45
2022
Q2 		$6.23M Sell
82,800
-609
-0.7% -$46.3K 0.48% 45
2022
Q1 		$6.63M Buy
83,409
+1,864
+2% +$152K 0.46% 42
2021
Q4 		$6.91M Buy
81,545
+10,244
+14% +$872K 0.49% 39
2021
Q3 		$6.09M Buy
71,301
+50,344
+240% +$4.35M 0.46% 44
2021
Q2 		$1.8M Sell
20,957
-827
-4% -$70.5K 0.14% 177
2021
Q1 		$1.85M Buy
21,784
+2,014
+10% +$174K 0.17% 151
2020
Q4 		$1.74M Sell
19,770
-1,420
-7% -$125K 0.16% 155
2020
Q3 		$1.87M Buy
21,190
+6,977
+49% +$619K 0.21% 126
2020
Q2 		$1.26M Buy
14,213
+4,146
+41% +$362K 0.17% 151
2020
Q1 		$859K Buy
10,067
+1,488
+17% +$126K 0.16% 169
2019
Q4 		$719K Buy
8,579
+267
+3% +$22.4K 0.1% 238
2019
Q3 		$702K Sell
8,312
-366
-4% -$30.7K 0.11% 217
2019
Q2 		$721K Buy
8,678
+3,988
+85% +$325K 0.12% 199
2019
Q1 		$381K Sell
4,690
-4
-0.1% -$319 0.07% 264
2018
Q4 		$373K Sell
4,694
-587
-11% -$45.9K 0.08% 247
2018
Q3 		$416K Sell
5,281
-393
-7% -$31.1K 0.09% 246
2018
Q2 		$449K Buy
5,674
+984
+21% +$77.8K 0.1% 231
2018
Q1 		$375K Buy
+4,690
New +$375K 0.1% 221
2017
Q4 		– Sell
-2,743
Closed -$225K – 249
2017
Q3 		$225K Sell
2,743
-460
-14% -$37.7K 0.09% 204
2017
Q2 		$262K Buy
+3,203
New +$262K 0.1% 186
2016
Q4 		– Sell
-6,084
Closed -$512K – 212
2016
Q3 		$512K Buy
6,084
+318
+6% +$26.8K 0.19% 136
2016
Q2 		$486K Buy
5,766
+1,026
+22% +$85.3K 0.2% 126
2016
Q1 		$393K Buy
4,740
+1,176
+33% +$96.2K 0.17% 138
2015
Q4 		$288K Buy
3,564
+452
+15% +$36.8K 0.12% 183
2015
Q3 		$255K Buy
+3,112
New +$254K 0.13% 153

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

Dynamic Advisor Solutions's BND Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Vanguard Total Bond Market (BND) stake by 0.39% in Q2 2026, buying an estimated $120K and bringing the position to 419,060 shares worth $30.8M. The position accounts for 0.87% of the portfolio, ranked #24.

Dynamic Advisor Solutions first reported a position in BND in Q3 2015 and has held it in 40 quarters since. The position peaked at $37.7M in Q1 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Dynamic Advisor Solutions held 419,060 shares of Vanguard Total Bond Market worth $30.8M as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,635 Vanguard Total Bond Market shares in Q2 2026, an estimated $120K.
  • Vanguard Total Bond Market made up 0.87% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #24 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Total Bond Market in Q3 2015 and has held it in 40 quarters since.
  • Dynamic Advisor Solutions's Vanguard Total Bond Market position peaked at $37.7M in Q1 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.