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North Ridge Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

North Ridge 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
Q1 		$40 Buy
+1
New +$74 ﹤0.01% 191
2025
Q4 		– Sell
-54
Closed -$4.02K – 181
2025
Q3 		$4.02K Buy
+54
New +$3.98K ﹤0.01% 150

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

North Ridge Wealth Advisors's BND Position: Q1 2026 in Review

North Ridge Wealth Advisors opened a new position in Vanguard Total Bond Market (BND) in Q1 2026: 1 share worth $40. The stake represents ﹤0.01% of the portfolio and ranks #191 among its holdings. This is a return to the name: North Ridge Wealth Advisors previously reported a position in BND as recently as Q3 2025.

North Ridge Wealth Advisors first reported a position in BND in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.02K in Q3 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • North Ridge Wealth Advisors held 1 share of Vanguard Total Bond Market worth $40 as of Q1 2026.
  • Vanguard Total Bond Market was a new North Ridge Wealth Advisors position in Q1 2026.
  • Vanguard Total Bond Market made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #191 holding.
  • North Ridge Wealth Advisors first reported a position in Vanguard Total Bond Market in Q3 2025 and has held it in 2 quarters since.
  • North Ridge Wealth Advisors's Vanguard Total Bond Market position peaked at $4.02K in Q3 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.