RPWA
BND icon

Regent Peak Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Regent Peak Wealth 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 		$15.4M Sell
209,469
-126,876
-38% -$9.31M 2.85% 11
2026
Q1 		$24.8M Buy
336,345
+23,176
+7% +$1.72M 5.05% 4
2025
Q4 		$23.2M Sell
313,169
-4,805
-2% -$358K 4.57% 5
2025
Q3 		$23.6M Buy
+317,974
New +$23.4M 4.74% 5
2025
Q1 		$22.1M Buy
300,279
+20,059
+7% +$1.46M 5.21% 4
2024
Q4 		$20.2M Buy
280,220
+15,150
+6% +$1.11M 4.52% 6
2024
Q3 		$19.9M Buy
265,070
+12,720
+5% +$941K 4.57% 5
2024
Q2 		$18.2M Buy
252,350
+55,671
+28% +$3.99M 4.16% 6
2024
Q1 		$14.3M Buy
196,679
+63,876
+48% +$4.64M 3.63% 6
2023
Q4 		$9.77M Buy
132,803
+118,100
+803% +$8.34M 2.65% 11
2023
Q3 		$1.03M Buy
+14,703
New +$1.05M 0.31% 57
2023
Q2 		– Sell
-2,730
Closed -$202K – 156
2023
Q1 		$202K Buy
+2,730
New +$200K 0.06% 153
2021
Q1 		– Sell
-20
Closed -$2K – 252
2020
Q4 		$2K Buy
+20
New +$1.76K ﹤0.01% 799

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Regent Peak Wealth Advisors's BND Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 38% in Q2 2026, selling an estimated $9.31M and leaving 209,469 shares worth $15.4M. The position accounts for 2.85% of the portfolio, ranked #11.

Regent Peak Wealth Advisors first reported a position in BND in Q4 2020 and has held it in 13 quarters since. The position peaked at $24.8M in Q1 2026. 348 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Regent Peak Wealth Advisors held 209,469 shares of Vanguard Total Bond Market worth $15.4M as of Q2 2026.
  • Regent Peak Wealth Advisors sold 126,876 Vanguard Total Bond Market shares in Q2 2026, an estimated $9.31M.
  • Vanguard Total Bond Market made up 2.85% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Regent Peak Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 13 quarters since.
  • Regent Peak Wealth Advisors's Vanguard Total Bond Market position peaked at $24.8M in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.