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Sequoia Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Sequoia Financial 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 		$7.94M Sell
108,164
-4,542
-4% -$333K 0.04% 263
2026
Q1 		$8.3M Sell
112,706
-25,764
-19% -$1.91M 0.05% 230
2025
Q4 		$10.3M Sell
138,470
-75,085
-35% -$5.59M 0.06% 206
2025
Q3 		$15.9M Sell
213,555
-26,069
-11% -$1.92M 0.1% 148
2025
Q2 		$17.6M Sell
239,624
-290,018
-55% -$21.1M 0.12% 132
2025
Q1 		$38.9M Sell
529,642
-179,278
-25% -$13M 0.3% 74
2024
Q4 		$51M Buy
708,920
+697,858
+6,309% +$51M 0.49% 40
2024
Q3 		$831K Sell
11,062
-358
-3% -$26.5K 0.01% 598
2024
Q2 		$823K Sell
11,420
-25,149
-69% -$1.8M 0.01% 534
2024
Q1 		$2.66M Buy
36,569
+7,022
+24% +$510K 0.03% 281
2023
Q4 		$2.17M Sell
29,547
-1,971
-6% -$139K 0.03% 338
2023
Q3 		$2.2M Sell
31,518
-2,212
-7% -$158K 0.04% 218
2023
Q2 		$2.45M Buy
33,730
+2,111
+7% +$155K 0.04% 214
2023
Q1 		$2.33M Sell
31,619
-8,290
-21% -$607K 0.05% 200
2022
Q4 		$2.87M Buy
39,909
+11,307
+40% +$810K 0.07% 170
2022
Q3 		$2.04M Sell
28,602
-2,179
-7% -$163K 0.06% 155
2022
Q2 		$2.32M Sell
30,781
-4,191
-12% -$319K 0.07% 158
2022
Q1 		$2.78M Buy
34,972
+2,266
+7% +$185K 0.07% 156
2021
Q4 		$2.77M Buy
32,706
+15,984
+96% +$1.36M 0.08% 152
2021
Q3 		$1.43M Sell
16,722
-10,334
-38% -$892K 0.15% 86
2021
Q2 		$2.32M Buy
27,056
+1,377
+5% +$117K 0.08% 140
2021
Q1 		$2.18M Sell
25,679
-1,691
-6% -$146K 0.09% 122
2020
Q4 		$2.41M Buy
27,370
+3,303
+14% +$291K 0.11% 109
2020
Q3 		$2.12M Buy
24,067
+641
+3% +$56.8K 0.11% 106
2020
Q2 		$2.07M Buy
23,426
+3,009
+15% +$263K 0.12% 90
2020
Q1 		$1.74M Buy
20,417
+289
+1% +$24.6K 0.13% 87
2019
Q4 		$1.69M Buy
20,128
+3,007
+18% +$253K 0.11% 109
2019
Q3 		$1.45M Buy
17,121
+353
+2% +$29.6K 0.1% 106
2019
Q2 		$1.39M Buy
16,768
+25
+0.1% +$2.04K 0.1% 105
2019
Q1 		$1.36M Buy
16,743
+244
+1% +$19.5K 0.11% 101
2018
Q4 		$1.31M Buy
16,499
+3,095
+23% +$242K 0.15% 90
2018
Q3 		$1.05M Buy
13,404
+395
+3% +$31.2K 0.1% 112
2018
Q2 		$1.03M Sell
13,009
-144
-1% -$11.4K 0.11% 109
2018
Q1 		$1.05M Sell
13,153
-1,187
-8% -$95K 0.11% 108
2017
Q4 		$1.17M Buy
14,340
+1,819
+15% +$149K 0.12% 107
2017
Q3 		$1.03M Buy
12,521
+165
+1% +$13.5K 0.12% 104
2017
Q2 		$1.01M Sell
12,356
-1,052
-8% -$85.9K 0.13% 107
2017
Q1 		$1.09M Sell
13,408
-1,424
-10% -$115K 0.14% 98
2016
Q4 		$1.2M Buy
+14,832
New +$1.21M 0.17% 89

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

Sequoia Financial Advisors's BND Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Vanguard Total Bond Market (BND) stake by 4% in Q2 2026, selling an estimated $333K and leaving 108,164 shares worth $7.94M. The position accounts for 0.04% of the portfolio, ranked #263.

Sequoia Financial Advisors first reported a position in BND in Q4 2016 and has held it in 39 quarters since. The position peaked at $51M in Q4 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Sequoia Financial Advisors held 108,164 shares of Vanguard Total Bond Market worth $7.94M as of Q2 2026.
  • Sequoia Financial Advisors sold 4,542 Vanguard Total Bond Market shares in Q2 2026, an estimated $333K.
  • Vanguard Total Bond Market made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #263 holding.
  • Sequoia Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2016 and has held it in 39 quarters since.
  • Sequoia Financial Advisors's Vanguard Total Bond Market position peaked at $51M in Q4 2024.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.