Prosperity Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

Prosperity Capital 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 Q2	$2.02M	Buy	27,545 +18,845	+217%	+$1.38M	0.1%	125
2026 Q1	$641K	Buy	+8,700	New	+$645K	0.04%	241
2025 Q4	–	Sell	-5,793	Closed	-$431K	–	387
2025 Q3	$431K	Buy	5,793 +1,867	+48%	+$137K	0.03%	301
2025 Q2	$289K	Sell	3,926 -76	-2%	-$5.53K	0.02%	331
2025 Q1	$294K	Buy	4,002 +850	+27%	+$61.7K	0.02%	302
2024 Q4	$227K	Sell	3,152 -2,682	-46%	-$196K	0.02%	322
2024 Q3	$438K	Buy	+5,834	New	+$432K	0.04%	234

Other funds holding BND

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prosperity Capital Advisors's BND Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Vanguard Total Bond Market (BND) stake by 217% in Q2 2026, buying an estimated $1.38M and bringing the position to 27,545 shares worth $2.02M. The position accounts for 0.1% of the portfolio, ranked #125.

Prosperity Capital Advisors first reported a position in BND in Q3 2024 and has held it in 7 quarters since. 444 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Prosperity Capital Advisors held 27,545 shares of Vanguard Total Bond Market worth $2.02M as of Q2 2026.
Prosperity Capital Advisors bought 18,845 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.38M.
Vanguard Total Bond Market made up 0.1% of Prosperity Capital Advisors's portfolio in Q2 2026, its #125 holding.
Prosperity Capital Advisors first reported a position in Vanguard Total Bond Market in Q3 2024 and has held it in 7 quarters since.
444 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.