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Perennial Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Perennial Investment 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
Q1 		$1.39M Buy
18,940
+1,233
+7% +$91.5K 0.11% 155
2025
Q4 		$1.31M Sell
17,707
-124
-0.7% -$9.23K 0.1% 163
2025
Q3 		$1.33M Buy
17,831
+1,380
+8% +$102K 0.11% 157
2025
Q2 		$1.21M Sell
16,451
-628
-4% -$45.7K 0.12% 158
2025
Q1 		$1.25M Buy
17,079
+314
+2% +$22.8K 0.14% 133
2024
Q4 		$1.21M Buy
16,765
+1,164
+7% +$85.1K 0.14% 124
2024
Q3 		$1.17M Sell
15,601
-651
-4% -$48.2K 0.15% 112
2024
Q2 		$1.17M Buy
16,252
+1,071
+7% +$76.7K 0.17% 107
2024
Q1 		$1.1M Sell
15,181
-8,800
-37% -$639K 0.17% 98
2023
Q4 		$1.76M Sell
23,981
-221
-0.9% -$15.6K 0.29% 68
2023
Q3 		$1.69M Sell
24,202
-343
-1% -$24.5K 0.31% 73
2023
Q2 		$1.78M Sell
24,545
-106
-0.4% -$7.76K 0.31% 71
2023
Q1 		$1.82M Buy
24,651
+20,317
+469% +$1.49M 0.34% 67
2022
Q4 		$311K Sell
4,334
-269
-6% -$19.3K 0.13% 146
2022
Q3 		$328K Buy
4,603
+594
+15% +$44.5K 0.15% 121
2022
Q2 		$302K Sell
4,009
-303
-7% -$23.1K 0.12% 141
2022
Q1 		$343K Buy
4,312
+1,565
+57% +$128K 0.11% 149
2021
Q4 		$233K Sell
2,747
-1,516
-36% -$129K 0.07% 197
2021
Q3 		$366K Buy
4,263
+167
+4% +$14.4K 0.13% 141
2021
Q2 		$352K Sell
4,096
-3,232
-44% -$276K 0.13% 143
2021
Q1 		$621K Sell
7,328
-79
-1% -$6.81K 0.25% 83
2020
Q4 		$653K Buy
7,407
+25
+0.3% +$2.2K 0.28% 74
2020
Q3 		$652K Buy
7,382
+706
+11% +$62.6K 0.33% 70
2020
Q2 		$590K Buy
6,676
+1,189
+22% +$104K 0.4% 59
2020
Q1 		$468K Hold
5,487
– – 0.42% 53
2019
Q4 		$460K Buy
+5,487
New +$461K 0.36% 69

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Perennial Investment Advisors's BND Position: Q1 2026 in Review

Perennial Investment Advisors increased its Vanguard Total Bond Market (BND) stake by 7% in Q1 2026, buying an estimated $91.5K and bringing the position to 18,940 shares worth $1.39M. The position accounts for 0.11% of the portfolio, ranked #155.

Perennial Investment Advisors first reported a position in BND in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.82M in Q1 2023. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Perennial Investment Advisors held 18,940 shares of Vanguard Total Bond Market worth $1.39M as of Q1 2026.
  • Perennial Investment Advisors bought 1,233 Vanguard Total Bond Market shares in Q1 2026, an estimated $91.5K.
  • Vanguard Total Bond Market made up 0.11% of Perennial Investment Advisors's portfolio in Q1 2026, its #155 holding.
  • Perennial Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Vanguard Total Bond Market position peaked at $1.82M in Q1 2023.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.