Lantern Wealth Advisors
BND icon

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

Lantern 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
Q3 		$5.47M Buy
77,963
+1,287
+2% +$92.8K 2.35% 7
2026
Q2 		$5.63M Buy
76,676
+11,118
+17% +$816K 2.58% 5
2026
Q1 		$4.83M Buy
65,558
+239
+0.4% +$17.7K 2.48% 5
2025
Q4 		$4.84M Buy
65,319
+1,583
+2% +$118K 2.57% 7
2025
Q3 		$4.74M Sell
63,736
-2,647
-4% -$195K 2.51% 8
2025
Q2 		$4.89M Buy
+66,383
New +$4.83M 2.91% 5
2024
Q4 		$4.21M Buy
58,564
+4,076
+7% +$298K 2.73% 6
2024
Q3 		$4.09M Buy
54,488
+385
+0.7% +$28.5K 2.84% 6
2024
Q2 		$3.9M Buy
54,103
+846
+2% +$60.6K 2.83% 6
2024
Q1 		$3.87M Buy
53,257
+995
+2% +$72.2K 2.72% 6
2023
Q4 		$3.84M Buy
+52,262
New +$3.69M 3.01% 6

Other funds holding BND

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Lantern Wealth Advisors's BND Position: Q3 2026 in Review

Lantern Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 1.7% in Q3 2026, buying an estimated $92.8K and bringing the position to 77,963 shares worth $5.47M. The position accounts for 2.35% of the portfolio, ranked #7.

Lantern Wealth Advisors first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.63M in Q2 2026. 626 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Lantern Wealth Advisors held 77,963 shares of Vanguard Total Bond Market worth $5.47M as of Q3 2026.
  • Lantern Wealth Advisors bought 1,287 Vanguard Total Bond Market shares in Q3 2026, an estimated $92.8K.
  • Vanguard Total Bond Market made up 2.35% of Lantern Wealth Advisors's portfolio in Q3 2026, its #7 holding.
  • Lantern Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • Lantern Wealth Advisors's Vanguard Total Bond Market position peaked at $5.63M in Q2 2026.
  • 626 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.