EWA
BND icon

Evolution Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Evolution Wealth 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
2026
Q2 		$1.6M Sell
21,780
-2,718
-11% -$199K 0.19% 61
2026
Q1 		$1.8M Buy
24,498
+2,718
+12% +$202K 0.18% 52
2025
Q4 		$1.61M Hold
21,780
– – 0.16% 54
2025
Q3 		$1.62M Hold
21,780
– – 0.22% 54
2025
Q2 		$1.6M Buy
+21,780
New +$1.58M 0.23% 54

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

Evolution Wealth Advisors's BND Position: Q2 2026 in Review

Evolution Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 11% in Q2 2026, selling an estimated $199K and leaving 21,780 shares worth $1.6M. The position accounts for 0.19% of the portfolio, ranked #61.

Evolution Wealth Advisors first reported a position in BND in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.8M in Q1 2026. 1,821 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Evolution Wealth Advisors held 21,780 shares of Vanguard Total Bond Market worth $1.6M as of Q2 2026.
  • Evolution Wealth Advisors sold 2,718 Vanguard Total Bond Market shares in Q2 2026, an estimated $199K.
  • Vanguard Total Bond Market made up 0.19% of Evolution Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Evolution Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Advisors's Vanguard Total Bond Market position peaked at $1.8M in Q1 2026.
  • 1,821 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.