Evanson Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Evanson Asset Management’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 Q1	$1.89M	Sell	25,670 -91	-0.4%	-$6.75K	0.1%	97
2025 Q4	$1.91M	Sell	25,761 -17,025	-40%	-$1.27M	0.1%	91
2025 Q3	$3.18M	Buy	42,786 +9,254	+28%	+$681K	0.18%	64
2025 Q2	$2.47M	Buy	33,532 +4,236	+14%	+$308K	0.15%	70
2025 Q1	$2.15M	Buy	29,296 +367	+1%	+$26.6K	0.15%	73
2024 Q4	$2.08M	Buy	28,929 +208	+0.7%	+$15.2K	0.14%	75
2024 Q3	$2.16M	Buy	28,721 +1,164	+4%	+$86.1K	0.15%	75
2024 Q2	$1.99M	Buy	27,557 +186	+0.7%	+$13.3K	0.15%	75
2024 Q1	$1.99M	Buy	27,371 +226	+0.8%	+$16.4K	0.15%	75
2023 Q4	$2M	Buy	27,145 +18,930	+230%	+$1.34M	0.16%	67
2023 Q3	$573K	Buy	8,215 +1,063	+15%	+$75.9K	0.05%	146
2023 Q2	$520K	Buy	7,152 +33	+0.5%	+$2.42K	0.05%	155
2023 Q1	$526K	Buy	7,119 +1	+0%	+$73	0.05%	150
2022 Q4	$511K	Sell	7,118 -7,927	-53%	-$568K	0.06%	152
2022 Q3	$1.07M	Sell	15,045 -2,776	-16%	-$208K	0.13%	84
2022 Q2	$1.34M	Buy	17,821 +671	+4%	+$51.1K	0.15%	76
2022 Q1	$1.36M	Buy	17,150 +1,082	+7%	+$88.4K	0.13%	77
2021 Q4	$1.36M	Sell	16,068 -16,203	-50%	-$1.38M	0.12%	81
2021 Q3	$2.77M	Buy	32,271 +81	+0.3%	+$6.99K	0.28%	43
2021 Q2	$2.77M	Buy	32,190 +6,324	+24%	+$539K	0.29%	43
2021 Q1	$2.19M	Buy	25,866 +8,121	+46%	+$700K	0.32%	49
2020 Q4	$1.56M	Sell	17,745 -7,484	-30%	-$659K	0.25%	60
2020 Q3	$2.23M	Buy	25,229 +4,401	+21%	+$390K	0.4%	40
2020 Q2	$1.84M	Sell	20,828 -12,900	-38%	-$1.13M	0.36%	44
2020 Q1	$2.88M	Buy	33,728 +12,470	+59%	+$1.06M	0.69%	25
2019 Q4	$1.78M	Buy	21,258 +3,718	+21%	+$313K	0.35%	50
2019 Q3	$1.48M	Buy	17,540 +13	+0.1%	+$1.09K	0.3%	57
2019 Q2	$1.46M	Sell	17,527 -693	-4%	-$56.5K	0.29%	58
2019 Q1	$1.48M	Sell	18,220 -700	-4%	-$55.9K	0.31%	54
2018 Q4	$1.5M	Sell	18,920 -2,279	-11%	-$178K	0.34%	53
2018 Q3	$1.67M	Sell	21,199 -2,943	-12%	-$233K	0.34%	51
2018 Q2	$1.91M	Buy	24,142 +41	+0.2%	+$3.24K	0.38%	46
2018 Q1	$1.93M	Buy	24,101 +681	+3%	+$54.5K	0.4%	47
2017 Q4	$1.91M	Sell	23,420 -906	-4%	-$74K	0.39%	49
2017 Q3	$1.99M	Buy	24,326 +297	+1%	+$24.4K	0.43%	43
2017 Q2	$1.97M	Buy	24,029 +1,173	+5%	+$95.8K	0.45%	43
2017 Q1	$1.85M	Buy	22,856 +2,930	+15%	+$237K	0.46%	42
2016 Q4	$1.61M	Buy	19,926 +1,079	+6%	+$88.4K	0.45%	44
2016 Q3	$1.59M	Buy	18,847 +2,963	+19%	+$249K	0.45%	44
2016 Q2	$1.34M	Buy	15,884 +621	+4%	+$51.6K	0.4%	49
2016 Q1	$1.26M	Buy	15,263 +908	+6%	+$74.3K	0.43%	51
2015 Q4	$1.16M	Buy	14,355 +9	+0.1%	+$732	0.42%	49
2015 Q3	$1.18M	Buy	14,346 +503	+4%	+$41K	0.44%	53
2015 Q2	$1.13M	Buy	13,843 +913	+7%	+$75.1K	0.39%	61
2015 Q1	$1.08M	Buy	12,930 +311	+2%	+$25.9K	0.39%	60
2014 Q4	$1.04M	Buy	12,619 +655	+5%	+$54K	0.38%	61
2014 Q3	$980K	Sell	11,964 -3,085	-20%	-$253K	0.4%	64
2014 Q2	$1.24M	Buy	15,049 +134	+0.9%	+$11K	0.48%	48
2014 Q1	$1.21M	Buy	14,915 +146	+1%	+$11.8K	0.53%	43
2013 Q4	$1.18M	Buy	+14,769	New	+$1.19M	0.53%	46

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evanson Asset Management's BND Position: Q1 2026 in Review

Evanson Asset Management reduced its Vanguard Total Bond Market (BND) stake by 0.35% in Q1 2026, selling an estimated $6.75K and leaving 25,670 shares worth $1.89M. The position accounts for 0.1% of the portfolio, ranked #97.

Evanson Asset Management first reported a position in BND in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.18M in Q3 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Evanson Asset Management held 25,670 shares of Vanguard Total Bond Market worth $1.89M as of Q1 2026.
Evanson Asset Management sold 91 Vanguard Total Bond Market shares in Q1 2026, an estimated $6.75K.
Vanguard Total Bond Market made up 0.1% of Evanson Asset Management's portfolio in Q1 2026, its #97 holding.
Evanson Asset Management first reported a position in Vanguard Total Bond Market in Q4 2013 and has held it in 50 quarters since.
Evanson Asset Management's Vanguard Total Bond Market position peaked at $3.18M in Q3 2025.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.