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

Sax 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 		$29.7M Buy
403,515
+353,726
+710% +$26M 1.21% 16
2026
Q1 		$3.69M Hold
49,789
– – 0.18% 87
2025
Q4 		$3.69M Buy
49,789
+27,761
+126% +$2.07M 0.17% 89
2025
Q3 		$1.64M Sell
22,028
-8,325
-27% -$613K 0.09% 123
2025
Q2 		$2.23M Sell
30,353
-3,099
-9% -$225K 0.13% 95
2025
Q1 		$2.46M Buy
33,452
+29,767
+808% +$2.16M 0.18% 79
2024
Q4 		$265K Sell
3,685
-1,323
-26% -$96.7K 0.02% 281
2024
Q3 		$376K Buy
5,008
+312
+7% +$23.1K 0.03% 197
2024
Q2 		$338K Buy
+4,696
New +$336K 0.03% 191
2022
Q2 		– Sell
-3,320
Closed -$264K – 169
2022
Q1 		$264K Buy
3,320
+17
+0.5% +$1.39K 0.06% 146
2021
Q4 		$280K Buy
3,303
+595
+22% +$50.7K 0.06% 148
2021
Q3 		$231K Buy
2,708
+1
+0% +$86 0.05% 153
2021
Q2 		$233K Hold
2,707
– – 0.08% 139
2021
Q1 		$229K Buy
2,707
+50
+2% +$4.31K 0.08% 131
2020
Q4 		$234K Buy
+2,657
New +$234K 0.11% 114

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 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Sax Wealth Advisors's BND Position: Q2 2026 in Review

Sax Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 710% in Q2 2026, buying an estimated $26M and bringing the position to 403,515 shares worth $29.7M. The position accounts for 1.21% of the portfolio, ranked #16.

Sax Wealth Advisors first reported a position in BND in Q4 2020 and has held it in 15 quarters since. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Sax Wealth Advisors held 403,515 shares of Vanguard Total Bond Market worth $29.7M as of Q2 2026.
  • Sax Wealth Advisors bought 353,726 Vanguard Total Bond Market shares in Q2 2026, an estimated $26M.
  • Vanguard Total Bond Market made up 1.21% of Sax Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Sax Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 15 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.