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Edge Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Edge Financial 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
2025
Q4 		$1.44M Sell
19,401
-63
-0.3% -$4.69K 0.6% 38
2025
Q3 		$1.45M Sell
19,464
-281
-1% -$20.7K 0.65% 34
2025
Q2 		$1.45M Sell
19,745
-529
-3% -$38.5K 0.76% 30
2025
Q1 		$1.49M Buy
+20,274
New +$1.47M 0.94% 21
2024
Q2 		– Sell
-5,311
Closed -$386K – 90
2024
Q1 		$386K Buy
+5,311
New +$385K 0.34% 78

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Edge Financial Advisors's BND Position: Q4 2025 in Review

Edge Financial Advisors reduced its Vanguard Total Bond Market (BND) stake by 0.32% in Q4 2025, selling an estimated $4.69K and leaving 19,401 shares worth $1.44M. The position accounts for 0.6% of the portfolio, ranked #38.

Edge Financial Advisors first reported a position in BND in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.49M in Q1 2025. 1,795 funds tracked by Wall St. Rank hold BND as of Q4 2025.

  • Edge Financial Advisors held 19,401 shares of Vanguard Total Bond Market worth $1.44M as of Q4 2025.
  • Edge Financial Advisors sold 63 Vanguard Total Bond Market shares in Q4 2025, an estimated $4.69K.
  • Vanguard Total Bond Market made up 0.6% of Edge Financial Advisors's portfolio in Q4 2025, its #38 holding.
  • Edge Financial Advisors first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 5 quarters since.
  • Edge Financial Advisors's Vanguard Total Bond Market position peaked at $1.49M in Q1 2025.
  • 1,795 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.