PCS
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Private Client Services’s Vanguard Total Bond Market BND Stock Holding History

Private Client Services’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
Q3 		$7.8M Buy
111,130
+7,262
+7% +$523K 2.09% 10
2026
Q2 		$7.62M Buy
103,868
+1,955
+2% +$143K 2% 14
2026
Q1 		$7.5M Sell
101,913
-247
-0.2% -$18.3K 2.24% 11
2025
Q4 		$7.57M Buy
102,160
+10,220
+11% +$761K 2.36% 9
2025
Q3 		$6.84M Buy
91,940
+45,767
+99% +$3.37M 2.29% 9
2025
Q2 		$3.4M Buy
46,173
+19,839
+75% +$1.44M 1.32% 17
2025
Q1 		$1.93M Buy
26,334
+10,954
+71% +$795K 0.96% 28
2024
Q4 		$1.11M Sell
15,380
-5,006
-25% -$366K 0.59% 47
2024
Q3 		$1.53M Buy
20,386
+3,538
+21% +$262K 0.82% 38
2024
Q2 		$1.21M Buy
16,848
+785
+5% +$56.2K 0.76% 36
2024
Q1 		$1.17M Buy
16,063
+3,689
+30% +$268K 0.78% 39
2023
Q4 		$910K Buy
+12,374
New +$874K 0.75% 33

Other funds holding BND

AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Private Client Services's BND Position: Q3 2026 in Review

Private Client Services increased its Vanguard Total Bond Market (BND) stake by 7% in Q3 2026, buying an estimated $523K and bringing the position to 111,130 shares worth $7.8M. The position accounts for 2.09% of the portfolio, ranked #10.

Private Client Services first reported a position in BND in Q4 2023 and has held it in 12 quarters since. 148 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Private Client Services held 111,130 shares of Vanguard Total Bond Market worth $7.8M as of Q3 2026.
  • Private Client Services bought 7,262 Vanguard Total Bond Market shares in Q3 2026, an estimated $523K.
  • Vanguard Total Bond Market made up 2.09% of Private Client Services's portfolio in Q3 2026, its #10 holding.
  • Private Client Services first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 12 quarters since.
  • 148 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.