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

Lowe 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
Q3 		$5.8K Buy
+78
New +$5.74K ﹤0.01% 280
2016
Q2 		– Sell
-493
Closed -$41K – 249
2016
Q1 		$41K Buy
+493
New +$40.3K 0.03% 59

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lowe Wealth Advisors's BND Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in Vanguard Total Bond Market (BND) in Q3 2025: 78 shares worth $5.8K. The stake represents ﹤0.01% of the portfolio and ranks #280 among its holdings. This is a return to the name: Lowe Wealth Advisors previously reported a position in BND as recently as Q1 2016.

Lowe Wealth Advisors first reported a position in BND in Q1 2016 and has held it in 2 quarters since. The position peaked at $41K in Q1 2016. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Lowe Wealth Advisors held 78 shares of Vanguard Total Bond Market worth $5.8K as of Q3 2025.
  • Vanguard Total Bond Market was a new Lowe Wealth Advisors position in Q3 2025.
  • Vanguard Total Bond Market made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #280 holding.
  • Lowe Wealth Advisors first reported a position in Vanguard Total Bond Market in Q1 2016 and has held it in 2 quarters since.
  • Lowe Wealth Advisors's Vanguard Total Bond Market position peaked at $41K in Q1 2016.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.