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NewEdge Wealth’s Vanguard Total Bond Market BND Stock Holding History

NewEdge Wealth’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 		$14.7M Buy
199,678
+18,496
+10% +$1.37M 0.18% 101
2025
Q4 		$13.4M Buy
181,182
+88,449
+95% +$6.58M 0.15% 113
2025
Q3 		$6.87M Buy
92,733
+9,299
+11% +$685K 0.1% 166
2025
Q2 		$6.14M Buy
83,434
+10,444
+14% +$760K 0.1% 168
2025
Q1 		$5.36M Buy
72,990
+49,936
+217% +$3.62M 0.1% 175
2024
Q4 		$1.66M Buy
23,054
+13,211
+134% +$966K 0.03% 392
2024
Q3 		$739K Buy
9,843
+2,546
+35% +$188K 0.01% 530
2024
Q2 		$526K Sell
7,297
-410
-5% -$29.4K 0.01% 538
2024
Q1 		$547K Sell
7,707
-134,123
-95% -$9.73M 0.01% 541
2023
Q4 		$10.4M Buy
141,830
+130,286
+1,129% +$9.2M 0.27% 94
2023
Q3 		$806K Buy
11,544
+646
+6% +$46.1K 0.03% 387
2023
Q2 		$792K Buy
10,898
+3,109
+40% +$228K 0.03% 387
2023
Q1 		$575K Sell
7,789
-2,206
-22% -$161K 0.02% 395
2022
Q4 		$718K Sell
9,995
-7,486
-43% -$536K 0.03% 325
2022
Q3 		$1.25M Buy
17,481
+10,815
+162% +$809K 0.06% 249
2022
Q2 		$502K Buy
6,666
+18
+0.3% +$1.37K 0.02% 388
2022
Q1 		$529K Sell
6,648
-4,582
-41% -$374K 0.02% 296
2021
Q4 		$952K Buy
11,230
+23
+0.2% +$1.96K 0.04% 237
2021
Q3 		$958K Sell
11,207
-4,622
-29% -$399K 0.06% 182
2021
Q2 		$1.36M Buy
15,829
+65
+0.4% +$5.54K 0.1% 150
2021
Q1 		$1.34M Buy
15,764
+4,809
+44% +$415K 0.13% 131
2020
Q4 		$966K Buy
+10,955
New +$964K 0.3% 87

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

NewEdge Wealth's BND Position: Q1 2026 in Review

NewEdge Wealth increased its Vanguard Total Bond Market (BND) stake by 10% in Q1 2026, buying an estimated $1.37M and bringing the position to 199,678 shares worth $14.7M. The position accounts for 0.18% of the portfolio, ranked #101.

NewEdge Wealth first reported a position in BND in Q4 2020 and has held it in 22 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • NewEdge Wealth held 199,678 shares of Vanguard Total Bond Market worth $14.7M as of Q1 2026.
  • NewEdge Wealth bought 18,496 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.37M.
  • Vanguard Total Bond Market made up 0.18% of NewEdge Wealth's portfolio in Q1 2026, its #101 holding.
  • NewEdge Wealth first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 22 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.