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

Shah 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 		$9.91M Buy
+134,952
New +$9.9M 2.29% 14

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Shah Wealth Advisors opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 134,952 shares worth $9.91M. The stake represents 2.29% of the portfolio and ranks #14 among its holdings.

1,764 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Shah Wealth Advisors held 134,952 shares of Vanguard Total Bond Market worth $9.91M as of Q2 2026.
  • Vanguard Total Bond Market was a new Shah Wealth Advisors position in Q2 2026.
  • Vanguard Total Bond Market made up 2.29% of Shah Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Shah Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.