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San Luis Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

San Luis 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 		$565K Buy
7,695
+273
+4% +$20K 0.09% 130
2026
Q1 		$547K Sell
7,422
-165
-2% -$12.2K 0.09% 117
2025
Q4 		$562K Buy
7,587
+599
+9% +$44.6K 0.09% 121
2025
Q3 		$520K Buy
6,988
+698
+11% +$51.4K 0.09% 120
2025
Q2 		$463K Buy
6,290
+357
+6% +$26K 0.1% 102
2025
Q1 		$436K Sell
5,933
-56
-0.9% -$4.06K 0.1% 98
2024
Q4 		$431K Buy
5,989
+583
+11% +$42.6K 0.08% 103
2024
Q3 		$406K Sell
5,406
-3
-0.1% -$222 0.08% 104
2024
Q2 		$390K Buy
+5,409
New +$387K 0.09% 83
2023
Q3 		– Sell
-4,431
Closed -$322K – 78
2023
Q2 		$322K Buy
4,431
+211
+5% +$15.5K 0.11% 141
2023
Q1 		$312K Buy
+4,220
New +$309K 0.12% 133
2022
Q2 		– Sell
-4,841
Closed -$410K – 109
2022
Q1 		$410K Buy
+4,841
New +$395K 0.2% 96
2021
Q4 		– Sell
-4,713
Closed -$403K – 94
2021
Q3 		$403K Buy
+4,713
New +$407K 0.22% 95
2020
Q4 		$255K Buy
+2,890
New +$254K 0.16% 115

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

San Luis Wealth Advisors's BND Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 3.7% in Q2 2026, buying an estimated $20K and bringing the position to 7,695 shares worth $565K. The position accounts for 0.09% of the portfolio, ranked #130.

San Luis Wealth Advisors first reported a position in BND in Q4 2020 and has held it in 14 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • San Luis Wealth Advisors held 7,695 shares of Vanguard Total Bond Market worth $565K as of Q2 2026.
  • San Luis Wealth Advisors bought 273 Vanguard Total Bond Market shares in Q2 2026, an estimated $20K.
  • Vanguard Total Bond Market made up 0.09% of San Luis Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • San Luis Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 14 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.