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New England Private Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

New England Private 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
2026
Q2 		$563K Buy
7,711
+74
+1% +$5.43K 0.05% 135
2026
Q1 		$562K Buy
7,637
+42
+0.6% +$3.12K 0.06% 129
2025
Q4 		$563K Buy
7,595
+4,449
+141% +$331K 0.07% 124
2025
Q3 		$234K Buy
3,146
+21
+0.7% +$1.55K 0.03% 162
2025
Q2 		$229K Buy
+3,125
New +$227K 0.03% 146
2024
Q2 		– Sell
-24,134
Closed -$1.75M – 138
2024
Q1 		$1.75M Sell
24,134
-2,662
-10% -$193K 0.31% 53
2023
Q4 		$1.97M Buy
26,796
+220
+0.8% +$15.5K 0.36% 49
2023
Q3 		$1.85M Buy
26,576
+134
+0.5% +$9.57K 0.39% 48
2023
Q2 		$1.92M Buy
26,442
+4,274
+19% +$313K 0.39% 49
2023
Q1 		$1.64M Buy
22,168
+104
+0.5% +$7.61K 0.33% 46
2022
Q4 		$1.59M Sell
22,064
-3,353
-13% -$240K 0.34% 45
2022
Q3 		$1.81M Buy
25,417
+150
+0.6% +$11.2K 0.43% 39
2022
Q2 		$2.01M Sell
25,267
-4
-0% -$304 0.37% 45
2022
Q1 		$2.01M Buy
25,271
+1,954
+8% +$160K 0.37% 45
2021
Q4 		$1.98M Sell
23,317
-218
-0.9% -$18.6K 0.34% 47
2021
Q3 		$2.01M Buy
23,535
+221
+0.9% +$19.1K 0.38% 43
2021
Q2 		$2M Sell
23,314
-1,081
-4% -$92.2K 0.38% 42
2021
Q1 		$2.06M Sell
24,395
-1,608
-6% -$139K 0.36% 44
2020
Q4 		$2.29M Buy
26,003
+199
+0.8% +$17.5K 0.5% 38
2020
Q3 		$2.28M Buy
25,804
+20,118
+354% +$1.78M 0.57% 35
2020
Q2 		$503K Buy
5,686
+19
+0.3% +$1.66K 0.14% 59
2020
Q1 		$484K Buy
+5,667
New +$481K 0.16% 55

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

New England Private Wealth Advisors's BND Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 0.97% in Q2 2026, buying an estimated $5.43K and bringing the position to 7,711 shares worth $563K. The position accounts for 0.05% of the portfolio, ranked #135.

New England Private Wealth Advisors first reported a position in BND in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.29M in Q4 2020. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • New England Private Wealth Advisors held 7,711 shares of Vanguard Total Bond Market worth $563K as of Q2 2026.
  • New England Private Wealth Advisors bought 74 Vanguard Total Bond Market shares in Q2 2026, an estimated $5.43K.
  • Vanguard Total Bond Market made up 0.05% of New England Private Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • New England Private Wealth Advisors first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 22 quarters since.
  • New England Private Wealth Advisors's Vanguard Total Bond Market position peaked at $2.29M in Q4 2020.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.