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

Octavia 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
Q2 		$288K Sell
3,924
-125
-3% -$9.17K 0.02% 177
2026
Q1 		$298K Sell
4,049
-487
-11% -$36.1K 0.03% 186
2025
Q4 		$336K Sell
4,536
-176
-4% -$13.1K 0.03% 174
2025
Q3 		$350K Buy
4,712
+376
+9% +$27.7K 0.03% 174
2025
Q2 		$319K Sell
4,336
-253
-6% -$18.4K 0.04% 157
2025
Q1 		$337K Buy
4,589
+490
+12% +$35.6K 0.04% 158
2024
Q4 		$295K Buy
4,099
+241
+6% +$17.6K 0.04% 167
2024
Q3 		$290K Buy
3,858
+12
+0.3% +$888 0.04% 169
2024
Q2 		$277K Sell
3,846
-312
-8% -$22.3K 0.04% 176
2024
Q1 		$302K Buy
+4,158
New +$302K 0.04% 166
2022
Q4 		– Sell
-3,023
Closed -$216K – 186
2022
Q3 		$216K Buy
3,023
+1
+0% +$75 0.06% 157
2022
Q2 		$228K Sell
3,022
-628
-17% -$47.8K 0.06% 151
2022
Q1 		$290K Sell
3,650
-226
-6% -$18.5K 0.06% 144
2021
Q4 		$328K Sell
3,876
-297
-7% -$25.3K 0.07% 142
2021
Q3 		$356K Sell
4,173
-801
-16% -$69.2K 0.09% 119
2021
Q2 		$427K Sell
4,974
-762
-13% -$65K 0.11% 104
2021
Q1 		$486K Sell
5,736
-3,630
-39% -$313K 0.14% 92
2020
Q4 		$826K Buy
+9,366
New +$824K 0.27% 64

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

Octavia Wealth Advisors's BND Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 3.1% in Q2 2026, selling an estimated $9.17K and leaving 3,924 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #177.

Octavia Wealth Advisors first reported a position in BND in Q4 2020 and has held it in 18 quarters since. The position peaked at $826K in Q4 2020. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Octavia Wealth Advisors held 3,924 shares of Vanguard Total Bond Market worth $288K as of Q2 2026.
  • Octavia Wealth Advisors sold 125 Vanguard Total Bond Market shares in Q2 2026, an estimated $9.17K.
  • Vanguard Total Bond Market made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • Octavia Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 18 quarters since.
  • Octavia Wealth Advisors's Vanguard Total Bond Market position peaked at $826K in Q4 2020.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.