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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
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

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

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

Lantern Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 17% in Q2 2026, buying an estimated $816K and bringing the position to 76,676 shares worth $5.63M. The position accounts for 2.58% of the portfolio, ranked #5.

Lantern Wealth Advisors first reported a position in BND in Q4 2023 and has held it in 10 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Lantern Wealth Advisors held 76,676 shares of Vanguard Total Bond Market worth $5.63M as of Q2 2026.
  • Lantern Wealth Advisors bought 11,118 Vanguard Total Bond Market shares in Q2 2026, an estimated $816K.
  • Vanguard Total Bond Market made up 2.58% of Lantern Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Lantern Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.