Long Run Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Long Run 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
2025 Q4	$1.15M	Buy	15,509 +208	+1%	+$15.5K	0.22%	64
2025 Q3	$1.14M	Buy	15,301 +698	+5%	+$51.4K	0.22%	64
2025 Q2	$1.08M	Sell	14,603 -2,599	-15%	-$189K	0.23%	64
2025 Q1	$1.26M	Buy	17,202 +286	+2%	+$20.8K	0.29%	62
2024 Q4	$1.22M	Buy	16,916 +202	+1%	+$14.8K	0.29%	60
2024 Q3	$1.26M	Buy	16,714 +232	+1%	+$17.2K	0.3%	63
2024 Q2	$1.19M	Buy	+16,482	New	+$1.18M	0.3%	60

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Long Run Wealth Advisors's BND Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 1.4% in Q4 2025, buying an estimated $15.5K and bringing the position to 15,509 shares worth $1.15M. The position accounts for 0.22% of the portfolio, ranked #64.

Long Run Wealth Advisors first reported a position in BND in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q1 2025. 1,786 funds tracked by Wall St. Rank hold BND as of Q4 2025.

Long Run Wealth Advisors held 15,509 shares of Vanguard Total Bond Market worth $1.15M as of Q4 2025.
Long Run Wealth Advisors bought 208 Vanguard Total Bond Market shares in Q4 2025, an estimated $15.5K.
Vanguard Total Bond Market made up 0.22% of Long Run Wealth Advisors's portfolio in Q4 2025, its #64 holding.
Long Run Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2024 and has held it in 7 quarters since.
Long Run Wealth Advisors's Vanguard Total Bond Market position peaked at $1.26M in Q1 2025.
1,786 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.