NW
BND icon

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
Q2 		$15.1M Buy
205,282
+5,604
+3% +$411K 0.15% 108
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 $1.81T 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

NewEdge Wealth's BND Position: Q2 2026 in Review

NewEdge Wealth increased its Vanguard Total Bond Market (BND) stake by 2.8% in Q2 2026, buying an estimated $411K and bringing the position to 205,282 shares worth $15.1M. The position accounts for 0.15% of the portfolio, ranked #108.

NewEdge Wealth first reported a position in BND in Q4 2020 and has held it in 23 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • NewEdge Wealth held 205,282 shares of Vanguard Total Bond Market worth $15.1M as of Q2 2026.
  • NewEdge Wealth bought 5,604 Vanguard Total Bond Market shares in Q2 2026, an estimated $411K.
  • Vanguard Total Bond Market made up 0.15% of NewEdge Wealth's portfolio in Q2 2026, its #108 holding.
  • NewEdge Wealth first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 23 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.