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Fiduciary Alliance’s Vanguard Total Bond Market BND Stock Holding History

Fiduciary Alliance’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 		$883K Buy
12,029
+7,671
+176% +$563K 0.06% 282
2026
Q1 		$322K Sell
4,358
-169
-4% -$12.5K 0.02% 436
2025
Q4 		$335K Sell
4,527
-1,501
-25% -$112K 0.02% 405
2025
Q3 		$448K Buy
6,028
+1,236
+26% +$91K 0.03% 357
2025
Q2 		$353K Buy
+4,792
New +$349K 0.03% 364
2023
Q3 		– Sell
-848
Closed -$61.6K – 258
2023
Q2 		$61.6K Buy
+848
New +$62.1K 0.01% 282

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

Fiduciary Alliance's BND Position: Q2 2026 in Review

Fiduciary Alliance increased its Vanguard Total Bond Market (BND) stake by 176% in Q2 2026, buying an estimated $563K and bringing the position to 12,029 shares worth $883K. The position accounts for 0.06% of the portfolio, ranked #282.

Fiduciary Alliance first reported a position in BND in Q2 2023 and has held it in 6 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Fiduciary Alliance held 12,029 shares of Vanguard Total Bond Market worth $883K as of Q2 2026.
  • Fiduciary Alliance bought 7,671 Vanguard Total Bond Market shares in Q2 2026, an estimated $563K.
  • Vanguard Total Bond Market made up 0.06% of Fiduciary Alliance's portfolio in Q2 2026, its #282 holding.
  • Fiduciary Alliance first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 6 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.