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Elios Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Elios Financial Group’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
Q2 		$6.69M Buy
90,850
+8,279
+10% +$602K 3.03% 6
2025
Q1 		$6.06M Buy
82,571
+2,395
+3% +$174K 2.99% 8
2024
Q4 		$5.77M Buy
80,176
+4,597
+6% +$336K 2.73% 9
2024
Q3 		$5.68M Buy
+75,579
New +$5.59M 2.62% 10

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 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Elios Financial Group's BND Position: Q2 2025 in Review

Elios Financial Group increased its Vanguard Total Bond Market (BND) stake by 10% in Q2 2025, buying an estimated $602K and bringing the position to 90,850 shares worth $6.69M. The position accounts for 3.03% of the portfolio, ranked #6.

Elios Financial Group first reported a position in BND in Q3 2024 and has held it in 4 quarters since. 1,644 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Elios Financial Group held 90,850 shares of Vanguard Total Bond Market worth $6.69M as of Q2 2025.
  • Elios Financial Group bought 8,279 Vanguard Total Bond Market shares in Q2 2025, an estimated $602K.
  • Vanguard Total Bond Market made up 3.03% of Elios Financial Group's portfolio in Q2 2025, its #6 holding.
  • Elios Financial Group first reported a position in Vanguard Total Bond Market in Q3 2024 and has held it in 4 quarters since.
  • 1,644 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.