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N.E.W. Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

N.E.W. Advisory Services’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
Q1 		$35.7M Buy
484,880
+9,635
+2% +$715K 2.67% 10
2025
Q4 		$35.2M Buy
475,245
+25,985
+6% +$1.93M 2.6% 10
2025
Q3 		$33.4M Buy
449,260
+35,721
+9% +$2.63M 2.98% 9
2025
Q2 		$30.4M Buy
413,539
+7,754
+2% +$564K 2.95% 9
2025
Q1 		$29.8M Buy
405,785
+39,746
+11% +$2.88M 2.28% 10
2024
Q4 		$26.3M Buy
366,039
+98,201
+37% +$7.18M 2.5% 11
2024
Q3 		$20.1M Buy
267,838
+32,036
+14% +$2.37M 1.98% 13
2024
Q2 		$17M Buy
235,802
+17,863
+8% +$1.28M 1.83% 14
2024
Q1 		$15.8M Buy
217,939
+29,208
+15% +$2.12M 1.76% 14
2023
Q4 		$13.9M Buy
188,731
+21,559
+13% +$1.52M 1.68% 15
2023
Q3 		$11.7M Buy
167,172
+14,710
+10% +$1.05M 1.66% 16
2023
Q2 		$11.1M Buy
152,462
+11,867
+8% +$869K 1.54% 16
2023
Q1 		$10.4M Buy
140,595
+7,390
+6% +$541K 1.51% 17
2022
Q4 		$9.57M Buy
133,205
+2,367
+2% +$170K 1.5% 17
2022
Q3 		$9.33M Buy
130,838
+15,159
+13% +$1.13M 1.69% 14
2022
Q2 		$8.71M Buy
115,679
+49,021
+74% +$3.73M 1.52% 17
2022
Q1 		$5.64M Sell
66,658
-35,372
-35% -$2.89M 1.07% 21
2021
Q4 		$8.65M Buy
102,030
+17,407
+21% +$1.48M 1.31% 18
2021
Q3 		$7.23M Buy
84,623
+8,960
+12% +$774K 1.18% 20
2021
Q2 		$6.49M Buy
75,663
+5,766
+8% +$492K 1.09% 20
2021
Q1 		$5.92M Buy
69,897
+20,339
+41% +$1.75M 1.11% 21
2020
Q4 		$4.36M Buy
49,558
+14,379
+41% +$1.27M 0.92% 21
2020
Q3 		$3.1M Buy
35,179
+7,450
+27% +$661K 0.88% 23
2020
Q2 		$2.45M Buy
+27,729
New +$2.42M 0.76% 26
2019
Q4 		$2.07M Buy
+24,722
New +$2.08M 0.67% 25

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

N.E.W. Advisory Services's BND Position: Q1 2026 in Review

N.E.W. Advisory Services increased its Vanguard Total Bond Market (BND) stake by 2% in Q1 2026, buying an estimated $715K and bringing the position to 484,880 shares worth $35.7M. The position accounts for 2.67% of the portfolio, ranked #10.

N.E.W. Advisory Services first reported a position in BND in Q4 2019 and has held it in 25 quarters since. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • N.E.W. Advisory Services held 484,880 shares of Vanguard Total Bond Market worth $35.7M as of Q1 2026.
  • N.E.W. Advisory Services bought 9,635 Vanguard Total Bond Market shares in Q1 2026, an estimated $715K.
  • Vanguard Total Bond Market made up 2.67% of N.E.W. Advisory Services's portfolio in Q1 2026, its #10 holding.
  • N.E.W. Advisory Services first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 25 quarters since.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.