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Gladstone Institutional Advisory’s Vanguard Total Bond Market BND Stock Holding History

Gladstone Institutional Advisory’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 		$3.39M Sell
46,051
-4,504
-9% -$334K 0.13% 182
2025
Q4 		$3.74M Buy
50,555
+3,309
+7% +$246K 0.14% 160
2025
Q3 		$3.51M Buy
47,246
+3,483
+8% +$256K 0.14% 164
2025
Q2 		$3.22M Buy
43,763
+6,919
+19% +$503K 0.13% 168
2025
Q1 		$2.71M Buy
36,844
+13,491
+58% +$979K 0.13% 179
2024
Q4 		$1.68M Buy
23,353
+6,071
+35% +$444K 0.08% 256
2024
Q3 		$1.3M Buy
17,282
+251
+1% +$18.6K 0.06% 288
2024
Q2 		$1.23M Sell
17,031
-3,772
-18% -$270K 0.06% 281
2024
Q1 		$1.51M Sell
20,803
-4,444
-18% -$323K 0.08% 253
2023
Q4 		$1.86M Buy
25,247
+876
+4% +$61.8K 0.1% 206
2023
Q3 		$1.7M Buy
24,371
+3,210
+15% +$229K 0.11% 202
2023
Q2 		$1.54M Sell
21,161
-162
-0.8% -$11.9K 0.09% 219
2023
Q1 		$1.57M Sell
21,323
-313
-1% -$22.9K 0.1% 223
2022
Q4 		$1.55M Sell
21,636
-5,271
-20% -$378K 0.11% 218
2022
Q3 		$1.92M Sell
26,907
-9,407
-26% -$704K 0.15% 172
2022
Q2 		$2.73M Sell
36,314
-14,435
-28% -$1.1M 0.22% 118
2022
Q1 		$4.04M Buy
50,749
+11,392
+29% +$931K 0.27% 97
2021
Q4 		$3.34M Buy
39,357
+9,453
+32% +$805K 0.26% 109
2021
Q3 		$2.56M Buy
29,904
+131
+0.4% +$11.3K 0.25% 116
2021
Q2 		$2.56M Sell
29,773
-1,074
-3% -$91.6K 0.3% 89
2021
Q1 		$2.61M Buy
30,847
+2,834
+10% +$244K 0.41% 61
2020
Q4 		$2.47M Buy
28,013
+3,489
+14% +$307K 0.49% 51
2020
Q3 		$2.16M Buy
24,524
+5,947
+32% +$527K 0.52% 42
2020
Q2 		$1.64M Sell
18,577
-12,206
-40% -$1.07M 0.42% 60
2020
Q1 		$2.63M Buy
30,783
+5,835
+23% +$496K 0.68% 35
2019
Q4 		$2.09M Buy
24,948
+2,900
+13% +$244K 0.51% 48
2019
Q3 		$1.86M Buy
22,048
+2,010
+10% +$168K 0.47% 49
2019
Q2 		$1.66M Buy
20,038
+15,025
+300% +$1.22M 0.51% 44
2019
Q1 		$407K Sell
5,013
-5,205
-51% -$416K 0.15% 126
2018
Q4 		$809K Buy
+10,218
New +$799K 0.47% 47

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

Gladstone Institutional Advisory's BND Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Vanguard Total Bond Market (BND) stake by 8.9% in Q1 2026, selling an estimated $334K and leaving 46,051 shares worth $3.39M. The position accounts for 0.13% of the portfolio, ranked #182.

Gladstone Institutional Advisory first reported a position in BND in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.04M in Q1 2022. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Gladstone Institutional Advisory held 46,051 shares of Vanguard Total Bond Market worth $3.39M as of Q1 2026.
  • Gladstone Institutional Advisory sold 4,504 Vanguard Total Bond Market shares in Q1 2026, an estimated $334K.
  • Vanguard Total Bond Market made up 0.13% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #182 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Vanguard Total Bond Market position peaked at $4.04M in Q1 2022.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.