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Legacy Private Trust’s Vanguard Total Bond Market BND Stock Holding History

Legacy Private Trust’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 		$58.2M Buy
792,562
+421,556
+114% +$30.9M 3.22% 4
2026
Q1 		$27.3M Buy
371,006
+5,013
+1% +$372K 1.68% 11
2025
Q4 		$27.1M Sell
365,993
-5,854
-2% -$436K 1.59% 13
2025
Q3 		$27.7M Buy
371,847
+327,821
+745% +$24.1M 1.65% 13
2025
Q2 		$3.24M Sell
44,026
-1,557
-3% -$113K 0.21% 88
2025
Q1 		$3.35M Buy
45,583
+36,360
+394% +$2.64M 0.23% 82
2024
Q4 		$663K Sell
9,223
-294,124
-97% -$21.5M 0.04% 165
2024
Q3 		$22.8M Buy
303,347
+5,522
+2% +$409K 1.53% 12
2024
Q2 		$21.5M Sell
297,825
-293,877
-50% -$21M 1.52% 15
2024
Q1 		$43M Buy
591,702
+46,482
+9% +$3.37M 3.14% 5
2023
Q4 		$40.1M Sell
545,220
-115,742
-18% -$8.17M 3.19% 4
2023
Q3 		$46.1M Buy
660,962
+320,782
+94% +$22.9M 3.97% 4
2023
Q2 		$24.7M Sell
340,180
-270,543
-44% -$19.8M 2.04% 8
2023
Q1 		$45.1M Buy
610,723
+267,805
+78% +$19.6M 3.84% 4
2022
Q4 		$24.6M Sell
342,918
-9,658
-3% -$692K 2.23% 8
2022
Q3 		$25.1M Buy
352,576
+23,418
+7% +$1.75M 2.39% 7
2022
Q2 		$24.8M Buy
329,158
+5,431
+2% +$413K 2.22% 7
2022
Q1 		$25.8M Buy
323,727
+286,434
+768% +$23.4M 2% 8
2021
Q4 		$3.16M Sell
37,293
-234,008
-86% -$19.9M 0.24% 91
2021
Q3 		$23.2M Sell
271,301
-175,640
-39% -$15.2M 1.88% 12
2021
Q2 		$38.4M Sell
446,941
-44,231
-9% -$3.77M 3.24% 6
2021
Q1 		$41.6M Sell
491,172
-76,222
-13% -$6.57M 3.75% 3
2020
Q4 		$50M Buy
567,394
+22,034
+4% +$1.94M 4.73% 2
2020
Q3 		$48.1M Sell
545,360
-184,681
-25% -$16.4M 4.97% 2
2020
Q2 		$64.5M Buy
730,041
+442,107
+154% +$38.6M 7.11% 2
2020
Q1 		$24.6M Sell
287,934
-24,995
-8% -$2.12M 3.19% 4
2019
Q4 		$26.2M Sell
312,929
-292,728
-48% -$24.6M 2.75% 5
2019
Q3 		$51.1M Sell
605,657
-236,817
-28% -$19.9M 5.72% 1
2019
Q2 		$70M Buy
842,474
+197,196
+31% +$16.1M 7.97% 1
2019
Q1 		$52.4M Buy
645,278
+637,522
+8,220% +$50.9M 6.21% 1
2018
Q4 		$614K Sell
7,756
-845
-10% -$66.1K 0.08% 154
2018
Q3 		$677K Sell
8,601
-742
-8% -$58.7K 0.08% 155
2018
Q2 		$740K Sell
9,343
-2,765
-23% -$219K 0.09% 150
2018
Q1 		$968K Sell
12,108
-41,822
-78% -$3.35M 0.11% 137
2017
Q4 		$4.4M Sell
53,930
-5,537
-9% -$452K 0.51% 54
2017
Q3 		$4.87M Sell
59,467
-4,585
-7% -$376K 0.59% 42
2017
Q2 		$5.24M Sell
64,052
-13,216
-17% -$1.08M 0.66% 39
2017
Q1 		$6.26M Sell
77,268
-97,063
-56% -$7.85M 0.8% 29
2016
Q4 		$14.1M Buy
174,331
+19,955
+13% +$1.63M 1.91% 5
2016
Q3 		$13M Buy
154,376
+11,833
+8% +$996K 1.77% 11
2016
Q2 		$12M Sell
142,543
-2,142
-1% -$178K 1.75% 10
2016
Q1 		$12M Sell
144,685
-22,842
-14% -$1.87M 1.81% 8
2015
Q4 		$13.5M Buy
167,527
+60,589
+57% +$4.93M 2.06% 6
2015
Q3 		$8.76M Sell
106,938
-46,889
-30% -$3.82M 1.38% 9
2015
Q2 		$12.5M Buy
153,827
+61,760
+67% +$5.08M 1.88% 6
2015
Q1 		$7.68M Sell
92,067
-631
-0.7% -$52.5K 1.13% 20
2014
Q4 		$7.64M Sell
92,698
-45,164
-33% -$3.73M 1.12% 21
2014
Q3 		$11.3M Buy
137,862
+14,643
+12% +$1.2M 1.72% 11
2014
Q2 		$10.1M Sell
123,219
-172
-0.1% -$14.1K 1.57% 9
2014
Q1 		$10M Buy
123,391
+120,456
+4,104% +$9.76M 1.75% 10
2013
Q4 		$235K Buy
+2,935
New +$237K 0.04% 181
2013
Q3 		– Sell
-2,476
Closed -$200K – 190
2013
Q2 		$200K Buy
+2,476
New +$205K 0.05% 172

Other funds holding BND

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Legacy Private Trust's BND Position: Q2 2026 in Review

Legacy Private Trust increased its Vanguard Total Bond Market (BND) stake by 114% in Q2 2026, buying an estimated $30.9M and bringing the position to 792,562 shares worth $58.2M. The position accounts for 3.22% of the portfolio, ranked #4.

Legacy Private Trust first reported a position in BND in Q2 2013 and has held it in 52 quarters since. The position peaked at $70M in Q2 2019. 923 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Legacy Private Trust held 792,562 shares of Vanguard Total Bond Market worth $58.2M as of Q2 2026.
  • Legacy Private Trust bought 421,556 Vanguard Total Bond Market shares in Q2 2026, an estimated $30.9M.
  • Vanguard Total Bond Market made up 3.22% of Legacy Private Trust's portfolio in Q2 2026, its #4 holding.
  • Legacy Private Trust first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 52 quarters since.
  • Legacy Private Trust's Vanguard Total Bond Market position peaked at $70M in Q2 2019.
  • 923 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.