Gallagher Fiduciary Advisors’s Vanguard Total Bond Market BND Stock Holding History

Gallagher Fiduciary 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	$3.43M	Buy	46,672 +42,739	+1,087%	+$3.14M	0.11%	57
2026 Q1	$290K	Sell	3,933 -40,724	-91%	-$3.02M	0.01%	276
2025 Q4	$3.31M	Sell	44,657 -127,350	-74%	-$9.48M	0.11%	51
2025 Q3	$12.8M	Sell	172,007 -2,921,953	-94%	-$215M	0.47%	19
2025 Q2	$286K	Buy	3,093,960 +3,090,274	+83,838%	+$225M	0.01%	263
2025 Q1	$271K	Buy	3,686 +17	+0.5%	+$1.23K	0.01%	251
2024 Q4	$264K	Buy	+3,669	New	+$268K	0.05%	236
2024 Q3	–	Sell	-3,935	Closed	-$284K	–	277
2024 Q2	$284K	Sell	3,935 -148	-4%	-$10.6K	0.06%	169
2024 Q1	$297K	Sell	4,083 -108	-3%	-$7.84K	0.01%	153
2023 Q4	$308K	Buy	4,191 +1,055	+34%	+$74.5K	0.01%	140
2023 Q3	$219K	Sell	3,136 -68	-2%	-$4.85K	0.02%	158
2023 Q2	$233K	Buy	3,204 +82	+3%	+$6.01K	0.02%	189
2023 Q1	$231K	Buy	+3,122	New	+$228K	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

Gallagher Fiduciary Advisors's BND Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Vanguard Total Bond Market (BND) stake by 1,087% in Q2 2026, buying an estimated $3.14M and bringing the position to 46,672 shares worth $3.43M. The position accounts for 0.11% of the portfolio, ranked #57.

Gallagher Fiduciary Advisors first reported a position in BND in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.8M in Q3 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Gallagher Fiduciary Advisors held 46,672 shares of Vanguard Total Bond Market worth $3.43M as of Q2 2026.
Gallagher Fiduciary Advisors bought 42,739 Vanguard Total Bond Market shares in Q2 2026, an estimated $3.14M.
Vanguard Total Bond Market made up 0.11% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #57 holding.
Gallagher Fiduciary Advisors first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 13 quarters since.
Gallagher Fiduciary Advisors's Vanguard Total Bond Market position peaked at $12.8M in Q3 2025.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.