JWCA
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J.W. Cole Advisors’s Vanguard Total Bond Market BND Stock Holding History

J.W. Cole 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 		$7.14M Buy
+97,307
New +$7.14M 0.12% 172
2026
Q1 		– Sell
-82,487
Closed -$3.68M – 821
2025
Q4 		$3.68M Buy
82,487
+6,461
+8% +$481K 0.09% 226
2025
Q3 		$5.65M Buy
76,026
+10,989
+17% +$809K 0.11% 189
2025
Q2 		$4.79M Buy
65,037
+28,909
+80% +$2.1M 0.1% 199
2025
Q1 		$2.65M Buy
36,128
+2,430
+7% +$176K 0.08% 246
2024
Q4 		$2.42M Buy
33,698
+1,037
+3% +$75.8K 0.1% 207
2024
Q3 		$2.45M Sell
32,661
-1,347
-4% -$99.7K 0.1% 207
2024
Q2 		$2.45M Sell
34,008
-21,116
-38% -$1.51M 0.12% 188
2024
Q1 		$4M Buy
55,124
+2,532
+5% +$184K 0.2% 113
2023
Q4 		$3.87M Buy
52,592
+3,648
+7% +$258K 0.23% 102
2023
Q3 		$3.42M Buy
48,944
+1,180
+2% +$84.2K 0.25% 95
2023
Q2 		$3.47M Buy
47,764
+3,302
+7% +$242K 0.25% 98
2023
Q1 		$3.28M Buy
44,462
+318
+0.7% +$23.3K 0.23% 108
2022
Q4 		$3.17M Buy
44,144
+3,354
+8% +$240K 0.24% 103
2022
Q3 		$2.91M Buy
40,790
+1,114
+3% +$83.4K 0.24% 103
2022
Q2 		$2.99M Sell
39,676
-1,570
-4% -$119K 0.24% 101
2022
Q1 		$3.28M Buy
41,246
+1,966
+5% +$161K 0.22% 114
2021
Q4 		$3.33M Buy
+39,280
New +$3.35M 0.22% 111
2021
Q3 		– Sell
-34,430
Closed -$2.96M – 496
2021
Q2 		$2.96M Sell
34,430
-3,401
-9% -$290K 0.23% 103
2021
Q1 		$3.21M Buy
37,831
+3,619
+11% +$312K 0.31% 77
2020
Q4 		$3.02M Sell
34,212
-32,156
-48% -$2.83M 0.31% 74
2020
Q3 		$5.86M Buy
66,368
+43,367
+189% +$3.84M 0.45% 42
2020
Q2 		$2.03M Buy
+23,001
New +$2.01M 0.31% 99
2020
Q1 		– Sell
-23,996
Closed -$2.01M – 148
2019
Q4 		$2.01M Buy
+23,996
New +$2.02M 0.25% 109

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

J.W. Cole Advisors's BND Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 97,307 shares worth $7.14M. The stake represents 0.12% of the portfolio and ranks #172 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BND as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BND in Q4 2019 and has held it in 24 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • J.W. Cole Advisors held 97,307 shares of Vanguard Total Bond Market worth $7.14M as of Q2 2026.
  • Vanguard Total Bond Market was a new J.W. Cole Advisors position in Q2 2026.
  • Vanguard Total Bond Market made up 0.12% of J.W. Cole Advisors's portfolio in Q2 2026, its #172 holding.
  • J.W. Cole Advisors first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 24 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.