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Oak Hill Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Oak Hill 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
2025
Q3 		$6.74M Buy
90,582
+4,954
+6% +$365K 1.26% 19
2025
Q2 		$6.23M Buy
85,628
+3,062
+4% +$223K 1.29% 19
2025
Q1 		$6.06M Buy
82,566
+6,298
+8% +$457K 1.41% 19
2024
Q4 		$5.48M Buy
+76,268
New +$5.58M 1.31% 19
2024
Q3 		– Sell
-14,801
Closed -$1.1M – 136
2024
Q2 		$1.07M Buy
+14,801
New +$1.06M 0.32% 38

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oak Hill Wealth Advisors's BND Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 5.8% in Q3 2025, buying an estimated $365K and bringing the position to 90,582 shares worth $6.74M. The position accounts for 1.26% of the portfolio, ranked #19.

Oak Hill Wealth Advisors first reported a position in BND in Q2 2024 and has held it in 5 quarters since. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Oak Hill Wealth Advisors held 90,582 shares of Vanguard Total Bond Market worth $6.74M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 4,954 Vanguard Total Bond Market shares in Q3 2025, an estimated $365K.
  • Vanguard Total Bond Market made up 1.26% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #19 holding.
  • Oak Hill Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2024 and has held it in 5 quarters since.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.