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Fullerton Advisors’s Vanguard Total Bond Market BND Stock Holding History

Fullerton 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 		$5.86M Buy
79,876
+4,478
+6% +$329K 5.48% 4
2026
Q1 		$5.55M Sell
75,398
-845
-1% -$62.7K 5.75% 4
2025
Q4 		$5.65M Buy
+76,243
New +$5.67M 5.64% 4

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

Fullerton Advisors's BND Position: Q2 2026 in Review

Fullerton Advisors increased its Vanguard Total Bond Market (BND) stake by 5.9% in Q2 2026, buying an estimated $329K and bringing the position to 79,876 shares worth $5.86M. The position accounts for 5.48% of the portfolio, ranked #4.

Fullerton Advisors first reported a position in BND in Q4 2025 and has held it in 3 quarters since. 1,814 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Fullerton Advisors held 79,876 shares of Vanguard Total Bond Market worth $5.86M as of Q2 2026.
  • Fullerton Advisors bought 4,478 Vanguard Total Bond Market shares in Q2 2026, an estimated $329K.
  • Vanguard Total Bond Market made up 5.48% of Fullerton Advisors's portfolio in Q2 2026, its #4 holding.
  • Fullerton Advisors first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 3 quarters since.
  • 1,814 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Fullerton Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.