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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

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

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. 1,822 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.
  • 1,822 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.