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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
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

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

Private Client Services's BND Position: Q2 2026 in Review

Private Client Services increased its Vanguard Total Bond Market (BND) stake by 1.9% in Q2 2026, buying an estimated $143K and bringing the position to 103,868 shares worth $7.62M. The position accounts for 2% of the portfolio, ranked #14.

Private Client Services first reported a position in BND in Q4 2023 and has held it in 11 quarters since. 1,817 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Private Client Services held 103,868 shares of Vanguard Total Bond Market worth $7.62M as of Q2 2026.
  • Private Client Services bought 1,955 Vanguard Total Bond Market shares in Q2 2026, an estimated $143K.
  • Vanguard Total Bond Market made up 2% of Private Client Services's portfolio in Q2 2026, its #14 holding.
  • Private Client Services first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • 1,817 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.