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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
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 $1.56T 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

Prestige Wealth Management Group's BND Position: Q1 2026 in Review

Prestige Wealth Management Group increased its Vanguard Total Bond Market (BND) stake by 5.7% in Q1 2026, buying an estimated $1.65M and bringing the position to 410,884 shares worth $30.3M. The position accounts for 5.94% of the portfolio, ranked #3.

Prestige Wealth Management Group first reported a position in BND in Q4 2021 and has held it in 15 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Prestige Wealth Management Group held 410,884 shares of Vanguard Total Bond Market worth $30.3M as of Q1 2026.
  • Prestige Wealth Management Group bought 22,303 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.65M.
  • Vanguard Total Bond Market made up 5.94% of Prestige Wealth Management Group's portfolio in Q1 2026, its #3 holding.
  • Prestige Wealth Management Group first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 15 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.