Operose Advisors’s Vanguard Total Bond Market BND Stock Holding History

Operose 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	$65.5K	Sell	892 -560	-39%	-$41.1K	0.01%	278
2026 Q1	$107K	Buy	1,452 +1,244	+598%	+$92.3K	0.02%	211
2025 Q4	$15.4K	Hold	208	–	–	﹤0.01%	357
2025 Q3	$15.5K	Buy	+208	New	+$15.3K	﹤0.01%	336
2024 Q3	–	Sell	-609	Closed	-$43.9K	–	617
2024 Q2	$43.9K	Hold	609	–	–	0.02%	252
2024 Q1	$44.2K	Buy	609 +20	+3%	+$1.45K	0.01%	262
2023 Q4	$43.3K	Hold	589	–	–	0.02%	238
2023 Q3	$41.1K	Hold	589	–	–	0.02%	344
2023 Q2	$42.8K	Hold	589	–	–	0.02%	172
2023 Q1	$43.5K	Hold	589	–	–	0.02%	167
2022 Q4	$42.3K	Hold	589	–	–	0.02%	163
2022 Q3	$42K	Hold	589	–	–	0.03%	158
2022 Q2	$44K	Hold	589	–	–	0.03%	147
2022 Q1	$47K	Hold	589	–	–	0.03%	153
2021 Q4	$50K	Buy	+589	New	+$50.2K	0.04%	136

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Operose Advisors's BND Position: Q2 2026 in Review

Operose Advisors reduced its Vanguard Total Bond Market (BND) stake by 39% in Q2 2026, selling an estimated $41.1K and leaving 892 shares worth $65.5K. The position accounts for 0.01% of the portfolio, ranked #278.

Operose Advisors first reported a position in BND in Q4 2021 and has held it in 15 quarters since. The position peaked at $107K in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Operose Advisors held 892 shares of Vanguard Total Bond Market worth $65.5K as of Q2 2026.
Operose Advisors sold 560 Vanguard Total Bond Market shares in Q2 2026, an estimated $41.1K.
Vanguard Total Bond Market made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #278 holding.
Operose Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 15 quarters since.
Operose Advisors's Vanguard Total Bond Market position peaked at $107K in Q1 2026.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.