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

HCR 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 		$1.04M Sell
14,215
-70
-0.5% -$5.14K 0.09% 112
2026
Q1 		$1.05M Sell
14,285
-3,228
-18% -$239K 0.11% 104
2025
Q4 		$1.3M Buy
17,513
+4,063
+30% +$302K 0.13% 100
2025
Q3 		$1M Buy
13,450
+1,224
+10% +$90.1K 0.1% 105
2025
Q2 		$900K Buy
12,226
+2,780
+29% +$202K 0.11% 109
2025
Q1 		$694K Buy
9,446
+432
+5% +$31.4K 0.09% 114
2024
Q4 		$648K Buy
9,014
+291
+3% +$21.3K 0.08% 118
2024
Q3 		$655K Buy
8,723
+315
+4% +$23.3K 0.09% 122
2024
Q2 		$606K Sell
8,408
-85
-1% -$6.09K 0.09% 121
2024
Q1 		$617K Sell
8,493
-1,048
-11% -$76.1K 0.09% 120
2023
Q4 		$702K Buy
+9,541
New +$674K 0.11% 108
2021
Q1 		– Sell
-304
Closed -$27K – 186
2020
Q4 		$27K Buy
304
+2
+0.7% +$176 0.01% 223
2020
Q3 		$27K Buy
302
+8
+3% +$709 0.01% 197
2020
Q2 		$26K Buy
+294
New +$25.7K 0.01% 196

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

HCR Wealth Advisors's BND Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 0.49% in Q2 2026, selling an estimated $5.14K and leaving 14,215 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #112.

HCR Wealth Advisors first reported a position in BND in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.3M in Q4 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • HCR Wealth Advisors held 14,215 shares of Vanguard Total Bond Market worth $1.04M as of Q2 2026.
  • HCR Wealth Advisors sold 70 Vanguard Total Bond Market shares in Q2 2026, an estimated $5.14K.
  • Vanguard Total Bond Market made up 0.09% of HCR Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • HCR Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2020 and has held it in 14 quarters since.
  • HCR Wealth Advisors's Vanguard Total Bond Market position peaked at $1.3M in Q4 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

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