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Legacy Advisors’s Vanguard Total Bond Market BND Stock Holding History

Legacy 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 		$1.32M Buy
17,944
+1,503
+9% +$110K 0.12% 99
2026
Q1 		$1.21M Buy
16,441
+6,252
+61% +$464K 0.14% 91
2025
Q4 		$755K Sell
10,189
-607
-6% -$45.2K 0.08% 128
2025
Q3 		$803K Buy
+10,796
New +$795K 0.1% 109
2025
Q1 		$999K Hold
13,603
– – 0.1% 163
2024
Q4 		$978K Sell
13,603
-1,549
-10% -$113K 0.09% 161
2024
Q3 		$1.14M Buy
15,152
+8,823
+139% +$653K 0.12% 134
2024
Q2 		$456K Sell
6,329
-420
-6% -$30.1K 0.06% 217
2024
Q1 		$490K Hold
6,749
– – 0.06% 209
2023
Q4 		$496K Hold
6,749
– – 0.06% 195
2023
Q3 		$471K Hold
6,749
– – 0.08% 185
2023
Q2 		$491K Buy
6,749
+442
+7% +$32.4K 0.07% 176
2023
Q1 		$466K Sell
6,307
-4,820
-43% -$353K 0.09% 157
2022
Q4 		$799K Buy
11,127
+4,824
+77% +$346K 0.15% 105
2022
Q3 		$450K Buy
6,303
+1,653
+36% +$124K 0.1% 136
2022
Q2 		$350K Buy
+4,650
New +$354K 0.07% 155

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

Legacy Advisors's BND Position: Q2 2026 in Review

Legacy Advisors increased its Vanguard Total Bond Market (BND) stake by 9.1% in Q2 2026, buying an estimated $110K and bringing the position to 17,944 shares worth $1.32M. The position accounts for 0.12% of the portfolio, ranked #99.

Legacy Advisors first reported a position in BND in Q2 2022 and has held it in 16 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Legacy Advisors held 17,944 shares of Vanguard Total Bond Market worth $1.32M as of Q2 2026.
  • Legacy Advisors bought 1,503 Vanguard Total Bond Market shares in Q2 2026, an estimated $110K.
  • Vanguard Total Bond Market made up 0.12% of Legacy Advisors's portfolio in Q2 2026, its #99 holding.
  • Legacy Advisors first reported a position in Vanguard Total Bond Market in Q2 2022 and has held it in 16 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.