Legacy Advisors
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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
Q3 		$2.02M Buy
28,761
+10,817
+60% +$780K 0.19% 59
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Legacy Advisors's BND Position: Q3 2026 in Review

Legacy Advisors increased its Vanguard Total Bond Market (BND) stake by 60% in Q3 2026, buying an estimated $780K and bringing the position to 28,761 shares worth $2.02M. The position accounts for 0.19% of the portfolio, ranked #59.

Legacy Advisors first reported a position in BND in Q2 2022 and has held it in 17 quarters since. 1,351 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Legacy Advisors held 28,761 shares of Vanguard Total Bond Market worth $2.02M as of Q3 2026.
  • Legacy Advisors bought 10,817 Vanguard Total Bond Market shares in Q3 2026, an estimated $780K.
  • Vanguard Total Bond Market made up 0.19% of Legacy Advisors's portfolio in Q3 2026, its #59 holding.
  • Legacy Advisors first reported a position in Vanguard Total Bond Market in Q2 2022 and has held it in 17 quarters since.
  • 1,351 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.