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Evergreen Wealth Solutions’s Vanguard Total Bond Market BND Stock Holding History

Evergreen Wealth 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 		$514K Buy
7,088
+2,303
+48% +$169K 0.03% 319
2026
Q1 		$352K Buy
+4,785
New +$355K 0.02% 300
2024
Q2 		– Sell
-3,180
Closed -$231K – 117
2024
Q1 		$231K Buy
+3,180
New +$231K 0.17% 107

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

Evergreen Wealth Solutions's BND Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Vanguard Total Bond Market (BND) stake by 48% in Q2 2026, buying an estimated $169K and bringing the position to 7,088 shares worth $514K. The position accounts for 0.03% of the portfolio, ranked #319.

Evergreen Wealth Solutions first reported a position in BND in Q1 2024 and has held it in 3 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Evergreen Wealth Solutions held 7,088 shares of Vanguard Total Bond Market worth $514K as of Q2 2026.
  • Evergreen Wealth Solutions bought 2,303 Vanguard Total Bond Market shares in Q2 2026, an estimated $169K.
  • Vanguard Total Bond Market made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #319 holding.
  • Evergreen Wealth Solutions first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 3 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.