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Legacy Investment Solutions’s Vanguard Total Bond Market BND Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$175K Buy
+2,370
New +$172K 0.09% 78
2024
Q4 		$169K Buy
2,338
+2,316
+10,527% +$169K 0.11% 74
2024
Q3 		$1.59K Buy
+22
New +$1.63K ﹤0.01% 500

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Investment Solutions's BND Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard Total Bond Market (BND) in Q2 2025: 2,370 shares worth $175K. The stake represents 0.09% of the portfolio and ranks #78 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BND as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BND in Q3 2024 and has held it in 3 quarters since. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Legacy Investment Solutions held 2,370 shares of Vanguard Total Bond Market worth $175K as of Q2 2025.
  • Vanguard Total Bond Market was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard Total Bond Market made up 0.09% of Legacy Investment Solutions's portfolio in Q2 2025, its #78 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Total Bond Market in Q3 2024 and has held it in 3 quarters since.
  • 1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.