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Newbridge Financial Services Group’s Vanguard Total Bond Market BND Stock Holding History

Newbridge Financial Services Group’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 		$8.66K Buy
118
+86
+269% +$6.31K ﹤0.01% 874
2026
Q1 		$2.36K Hold
32
– – ﹤0.01% 1002
2025
Q4 		$2.37K Hold
32
– – ﹤0.01% 1002
2025
Q3 		$2.38K Hold
32
– – ﹤0.01% 1119
2025
Q2 		$2.36K Buy
+32
New +$2.33K ﹤0.01% 1126
2025
Q1 		– Sell
-61
Closed -$4.39K – 1056
2024
Q4 		$4.39K Buy
+61
New +$4.46K ﹤0.01% 879
2024
Q3 		– Sell
-61
Closed -$4.39K – 708
2024
Q2 		$4.39K Hold
61
– – ﹤0.01% 867
2024
Q1 		$4.43K Buy
+61
New +$4.43K ﹤0.01% 905
2023
Q4 		– Sell
-698
Closed -$48.7K – 1181
2023
Q3 		$48.7K Buy
698
+296
+74% +$21.1K 0.02% 420
2023
Q2 		$29.3K Buy
402
+3
+0.8% +$220 0.01% 589
2023
Q1 		$29.5K Buy
399
+1
+0.3% +$73 0.02% 598
2022
Q4 		$28.6K Buy
398
+4
+1% +$287 0.02% 608
2022
Q3 		$28K Buy
394
+2
+0.5% +$150 0.02% 597
2022
Q2 		$29K Buy
392
+3
+0.8% +$228 0.02% 541
2022
Q1 		$31K Buy
389
+272
+232% +$22.2K 0.02% 591
2021
Q4 		$10K Sell
117
-520
-82% -$44.3K ﹤0.01% 911
2021
Q3 		$54K Buy
637
+351
+123% +$30.3K 0.03% 391
2021
Q2 		$25K Sell
286
-617
-68% -$52.6K 0.02% 700
2021
Q1 		$76K Sell
903
-2,178
-71% -$188K 0.06% 302
2020
Q4 		$272K Buy
3,081
+2,265
+278% +$199K 0.22% 102
2020
Q3 		$72K Buy
+816
New +$72.3K 0.07% 243

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

Newbridge Financial Services Group's BND Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Vanguard Total Bond Market (BND) stake by 269% in Q2 2026, buying an estimated $6.31K and bringing the position to 118 shares worth $8.66K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Newbridge Financial Services Group first reported a position in BND in Q3 2020 and has held it in 21 quarters since. The position peaked at $272K in Q4 2020. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Newbridge Financial Services Group held 118 shares of Vanguard Total Bond Market worth $8.66K as of Q2 2026.
  • Newbridge Financial Services Group bought 86 Vanguard Total Bond Market shares in Q2 2026, an estimated $6.31K.
  • Vanguard Total Bond Market made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #874 holding.
  • Newbridge Financial Services Group first reported a position in Vanguard Total Bond Market in Q3 2020 and has held it in 21 quarters since.
  • Newbridge Financial Services Group's Vanguard Total Bond Market position peaked at $272K in Q4 2020.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.