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Newton One Investments’s Vanguard Total Bond Market BND Stock Holding History

Newton One Investments’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 		$57.9M Buy
786,765
+26,877
+4% +$1.99M 15.72% 1
2025
Q4 		$56.3M Buy
759,888
+3,240
+0.4% +$241K 16.6% 1
2025
Q3 		$56.3M Buy
756,648
+7,505
+1% +$553K 16.66% 1
2025
Q2 		$55.2M Sell
749,143
-2,531
-0.3% -$184K 17.36% 1
2025
Q1 		$55.2M Buy
751,674
+35,915
+5% +$2.61M 19.74% 1
2024
Q4 		$51.5M Buy
715,759
+29,281
+4% +$2.14M 19.84% 1
2024
Q3 		$51.6M Buy
686,478
+24,175
+4% +$1.79M 20.67% 1
2024
Q2 		$47.7M Buy
662,303
+61,628
+10% +$4.41M 20.57% 1
2024
Q1 		$43.6M Buy
600,675
+9,361
+2% +$679K 19.18% 1
2023
Q4 		$43.5M Buy
591,314
+271,167
+85% +$19.1M 20% 1
2023
Q3 		$22.3M Sell
320,147
-14,020
-4% -$1M 13.31% 1
2023
Q2 		$24.3M Buy
334,167
+2,374
+0.7% +$174K 13.93% 1
2023
Q1 		$24.5M Buy
331,793
+45,191
+16% +$3.31M 14.72% 1
2022
Q4 		$20.6M Buy
286,602
+1,036
+0.4% +$74.2K 13.29% 1
2022
Q3 		$20.4M Buy
285,566
+79,460
+39% +$5.95M 14.5% 1
2022
Q2 		$15.5M Buy
206,106
+1,772
+0.9% +$135K 11.53% 2
2022
Q1 		$16.3M Buy
204,334
+2,712
+1% +$222K 11.85% 2
2021
Q4 		$17.1M Buy
201,622
+4,021
+2% +$342K 12.07% 2
2021
Q3 		$16.9M Buy
197,601
+16,380
+9% +$1.41M 12.59% 2
2021
Q2 		$15.6M Sell
181,221
-97
-0.1% -$8.27K 12.35% 2
2021
Q1 		$15.4M Buy
181,318
+3,803
+2% +$328K 13.65% 1
2020
Q4 		$15.7M Buy
+177,515
New +$15.6M 15.39% 1

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

Newton One Investments's BND Position: Q1 2026 in Review

Newton One Investments increased its Vanguard Total Bond Market (BND) stake by 3.5% in Q1 2026, buying an estimated $1.99M and bringing the position to 786,765 shares worth $57.9M. The position accounts for 15.72% of the portfolio, ranked #1.

Newton One Investments 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.

  • Newton One Investments held 786,765 shares of Vanguard Total Bond Market worth $57.9M as of Q1 2026.
  • Newton One Investments bought 26,877 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.99M.
  • Vanguard Total Bond Market made up 15.72% of Newton One Investments's portfolio in Q1 2026, its #1 holding.
  • Newton One Investments 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 Newton One Investments's 13F filing for Q1 2026, filed 24 Apr 2026.