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

Foster Victor 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	$266K	Buy	3,665 +400	+12%	+$29.4K	0.01%	223
2026 Q1	$242K	Buy	3,265 +42	+1%	+$3.12K	0.01%	223
2025 Q4	$239K	Sell	3,223 -106	-3%	-$7.89K	0.01%	220
2025 Q3	$247K	Buy	3,329 +5	+0.2%	+$368	0.02%	200
2025 Q2	$243K	Buy	+3,324	New	+$242K	0.02%	179

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Foster Victor Wealth Advisors's BND Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 12% in Q2 2026, buying an estimated $29.4K and bringing the position to 3,665 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #223.

Foster Victor Wealth Advisors first reported a position in BND in Q2 2025 and has held it in 5 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Foster Victor Wealth Advisors held 3,665 shares of Vanguard Total Bond Market worth $266K as of Q2 2026.
Foster Victor Wealth Advisors bought 400 Vanguard Total Bond Market shares in Q2 2026, an estimated $29.4K.
Vanguard Total Bond Market made up 0.01% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #223 holding.
Foster Victor Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 5 quarters since.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.