LA
BND icon

LVW Advisors’s Vanguard Total Bond Market BND Stock Holding History

LVW 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
Q2 		$15M Sell
204,376
-13,489
-6% -$990K 1.3% 15
2026
Q1 		$16M Buy
217,865
+26,585
+14% +$1.97M 1.53% 16
2025
Q4 		$14.2M Buy
191,280
+5,094
+3% +$379K 1.44% 17
2025
Q3 		$13.8M Buy
186,186
+5,686
+3% +$419K 1.41% 17
2025
Q2 		$13.3M Sell
180,500
-64,109
-26% -$4.66M 1.45% 17
2025
Q1 		$18M Sell
244,609
-26,188
-10% -$1.9M 2.15% 13
2024
Q4 		$19.5M Buy
+270,797
New +$19.8M 2.34% 8
2018
Q2 		– Sell
-4,129
Closed -$330K – 143
2018
Q1 		$330K Buy
+4,129
New +$331K 0.1% 103
2015
Q2 		– Sell
-6,600
Closed -$550K – 146
2015
Q1 		$550K Buy
6,600
+3,600
+120% +$299K 0.26% 65
2014
Q4 		$247K Buy
+3,000
New +$247K 0.14% 132

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

LVW Advisors's BND Position: Q2 2026 in Review

LVW Advisors reduced its Vanguard Total Bond Market (BND) stake by 6.2% in Q2 2026, selling an estimated $990K and leaving 204,376 shares worth $15M. The position accounts for 1.3% of the portfolio, ranked #15.

LVW Advisors first reported a position in BND in Q4 2014 and has held it in 10 quarters since. The position peaked at $19.5M in Q4 2024. 923 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • LVW Advisors held 204,376 shares of Vanguard Total Bond Market worth $15M as of Q2 2026.
  • LVW Advisors sold 13,489 Vanguard Total Bond Market shares in Q2 2026, an estimated $990K.
  • Vanguard Total Bond Market made up 1.3% of LVW Advisors's portfolio in Q2 2026, its #15 holding.
  • LVW Advisors first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 10 quarters since.
  • LVW Advisors's Vanguard Total Bond Market position peaked at $19.5M in Q4 2024.
  • 923 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.