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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evolution Wealth Advisors's BND Position: Q1 2026 in Review

Evolution Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 12% in Q1 2026, buying an estimated $202K and bringing the position to 24,498 shares worth $1.8M. The position accounts for 0.18% of the portfolio, ranked #52.

Evolution Wealth Advisors first reported a position in BND in Q2 2025 and has held it in 4 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Evolution Wealth Advisors held 24,498 shares of Vanguard Total Bond Market worth $1.8M as of Q1 2026.
  • Evolution Wealth Advisors bought 2,718 Vanguard Total Bond Market shares in Q1 2026, an estimated $202K.
  • Vanguard Total Bond Market made up 0.18% of Evolution Wealth Advisors's portfolio in Q1 2026, its #52 holding.
  • Evolution Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 4 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.