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Prestige Wealth Management Group’s Vanguard Total Bond Market BND Stock Holding History

Prestige Wealth Management Group’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 		$30M Sell
409,324
-1,560
-0.4% -$114K 5.46% 5
2026
Q1 		$30.3M Buy
410,884
+22,303
+6% +$1.65M 5.94% 3
2025
Q4 		$28.8M Buy
388,581
+8,312
+2% +$619K 5.49% 3
2025
Q3 		$28.3M Buy
380,269
+3,610
+1% +$266K 5.46% 3
2025
Q2 		$27.7M Sell
376,659
-12,641
-3% -$919K 5.65% 3
2025
Q1 		$28.6M Buy
389,300
+22,832
+6% +$1.66M 6.11% 2
2024
Q4 		$26.4M Buy
366,468
+14,689
+4% +$1.07M 5.48% 5
2024
Q3 		$26.4M Buy
351,779
+1,155
+0.3% +$85.5K 5.46% 2
2024
Q2 		$25.3M Sell
350,624
-9,601
-3% -$688K 5.46% 4
2024
Q1 		$26.2M Buy
360,225
+43,868
+14% +$3.18M 5.64% 4
2023
Q4 		$23.3M Sell
316,357
-13,670
-4% -$965K 5.28% 4
2023
Q3 		$23M Buy
330,027
+33,766
+11% +$2.41M 5.68% 5
2023
Q2 		$21.5M Sell
296,261
-187
-0.1% -$13.7K 5.1% 6
2023
Q1 		$21.9M Buy
296,448
+295,248
+24,604% +$21.6M 5.5% 5
2022
Q4 		$86.2K Buy
+1,200
New +$86K 0.02% 204
2022
Q1 		– Sell
-5
Closed – – 985
2021
Q4 		$0 Buy
+5
New +$426 ﹤0.01% 997

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

Prestige Wealth Management Group's BND Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Vanguard Total Bond Market (BND) stake by 0.38% in Q2 2026, selling an estimated $114K and leaving 409,324 shares worth $30M. The position accounts for 5.46% of the portfolio, ranked #5.

Prestige Wealth Management Group first reported a position in BND in Q4 2021 and has held it in 16 quarters since. The position peaked at $30.3M in Q1 2026. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Prestige Wealth Management Group held 409,324 shares of Vanguard Total Bond Market worth $30M as of Q2 2026.
  • Prestige Wealth Management Group sold 1,560 Vanguard Total Bond Market shares in Q2 2026, an estimated $114K.
  • Vanguard Total Bond Market made up 5.46% of Prestige Wealth Management Group's portfolio in Q2 2026, its #5 holding.
  • Prestige Wealth Management Group first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 16 quarters since.
  • Prestige Wealth Management Group's Vanguard Total Bond Market position peaked at $30.3M in Q1 2026.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.