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

Pacific Capital 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 		$88.3M Buy
1,202,506
+99,996
+9% +$7.34M 13.31% 2
2026
Q1 		$81.2M Buy
1,102,510
+70,597
+7% +$5.24M 13.64% 2
2025
Q4 		$76.4M Buy
1,031,913
+19,592
+2% +$1.46M 13.1% 2
2025
Q3 		$75.3M Buy
1,012,321
+145,008
+17% +$10.7M 13.03% 2
2025
Q2 		$63.2M Sell
867,313
-144,132
-14% -$10.5M 11.59% 2
2025
Q1 		$74.3M Buy
1,011,445
+41,628
+4% +$3.02M 12.84% 2
2024
Q4 		$69.7M Buy
969,817
+52,832
+6% +$3.86M 11.64% 2
2024
Q3 		$68.9M Sell
916,985
-10,594
-1% -$784K 11.57% 2
2024
Q2 		$66.8M Buy
927,579
+372,129
+67% +$26.7M 12.2% 2
2024
Q1 		$40.3M Buy
555,450
+9,870
+2% +$716K 9.5% 2
2023
Q4 		$40.1M Buy
545,580
+56,255
+11% +$3.97M 10.18% 2
2023
Q3 		$34.1M Buy
489,325
+46,333
+10% +$3.31M 9.57% 2
2023
Q2 		$32.2M Buy
442,992
+109,604
+33% +$8.03M 8.17% 3
2023
Q1 		$24.6M Buy
333,388
+14,570
+5% +$1.07M 6.33% 3
2022
Q4 		$22.9M Sell
318,818
-52,701
-14% -$3.77M 5.92% 4
2022
Q3 		$26.5M Buy
371,519
+70,811
+24% +$5.3M 7.22% 2
2022
Q2 		$22.6M Buy
300,708
+91,319
+44% +$6.95M 6.27% 4
2022
Q1 		$16.7M Buy
209,389
+20,264
+11% +$1.66M 4.76% 5
2021
Q4 		$16M Buy
189,125
+52,963
+39% +$4.51M 4.61% 5
2021
Q3 		$11.6M Buy
136,162
+120,304
+759% +$10.4M 3.7% 8
2021
Q2 		$1.36M Buy
+15,858
New +$1.35M 0.69% 38

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Pacific Capital Wealth Advisors's BND Position: Q2 2026 in Review

Pacific Capital Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 9.1% in Q2 2026, buying an estimated $7.34M and bringing the position to 1,202,506 shares worth $88.3M. The position accounts for 13.31% of the portfolio, ranked #2.

Pacific Capital Wealth Advisors first reported a position in BND in Q2 2021 and has held it in 21 quarters since. 348 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Pacific Capital Wealth Advisors held 1,202,506 shares of Vanguard Total Bond Market worth $88.3M as of Q2 2026.
  • Pacific Capital Wealth Advisors bought 99,996 Vanguard Total Bond Market shares in Q2 2026, an estimated $7.34M.
  • Vanguard Total Bond Market made up 13.31% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Pacific Capital Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 21 quarters since.
  • 348 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.