Evelyn Partners’s Vanguard Total Bond Market BND Stock Holding History

Evelyn Partners’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	$702K	Buy	+9,562	New	+$702K	﹤0.01%	193

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evelyn Partners's BND Position: Q2 2026 in Review

Evelyn Partners opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 9,562 shares worth $702K. The stake represents ﹤0.01% of the portfolio and ranks #193 among its holdings.

1,764 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Evelyn Partners held 9,562 shares of Vanguard Total Bond Market worth $702K as of Q2 2026.
Vanguard Total Bond Market was a new Evelyn Partners position in Q2 2026.
Vanguard Total Bond Market made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #193 holding.
1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.