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

SOA 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 		$350K Buy
4,772
+20
+0.4% +$1.47K 0.06% 159
2026
Q1 		$350K Buy
4,752
+13
+0.3% +$964 0.07% 145
2025
Q4 		$351K Buy
4,739
+41
+0.9% +$3.05K 0.06% 152
2025
Q3 		$349K Buy
4,698
+35
+0.8% +$2.58K 0.06% 151
2025
Q2 		$343K Sell
4,663
-671
-13% -$48.8K 0.06% 150
2025
Q1 		$392K Buy
5,334
+19
+0.4% +$1.38K 0.08% 126
2024
Q4 		$382K Buy
5,315
+1,613
+44% +$118K 0.07% 133
2024
Q3 		$278K Buy
3,702
+17
+0.5% +$1.26K 0.05% 153
2024
Q2 		$265K Buy
3,685
+59
+2% +$4.22K 0.05% 153
2024
Q1 		$263K Buy
3,626
+11
+0.3% +$798 0.05% 156
2023
Q4 		$266K Sell
3,615
-2,989
-45% -$211K 0.06% 148
2023
Q3 		$461K Sell
6,604
-229
-3% -$16.3K 0.11% 101
2023
Q2 		$497K Sell
6,833
-22
-0.3% -$1.61K 0.12% 100
2023
Q1 		$506K Buy
6,855
+8
+0.1% +$585 0.12% 93
2022
Q4 		$492K Sell
6,847
-61
-0.9% -$4.37K 0.13% 89
2022
Q3 		$492K Buy
6,908
+1,821
+36% +$136K 0.15% 79
2022
Q2 		$382K Buy
5,087
+841
+20% +$64K 0.11% 102
2022
Q1 		$337K Hold
4,246
– – 0.08% 124
2021
Q4 		$359K Buy
4,246
+147
+4% +$12.5K 0.09% 117
2021
Q3 		$350K Buy
4,099
+1,039
+34% +$89.7K 0.09% 123
2021
Q2 		$262K Buy
3,060
+1,190
+64% +$102K 0.07% 132
2021
Q1 		$158K Sell
1,870
-2,205
-54% -$190K 0.04% 156
2020
Q4 		$355K Buy
+4,075
New +$359K 0.1% 109

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

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

SOA Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 0.42% in Q2 2026, buying an estimated $1.47K and bringing the position to 4,772 shares worth $350K. The position accounts for 0.06% of the portfolio, ranked #159.

SOA Wealth Advisors first reported a position in BND in Q4 2020 and has held it in 23 quarters since. The position peaked at $506K in Q1 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • SOA Wealth Advisors held 4,772 shares of Vanguard Total Bond Market worth $350K as of Q2 2026.
  • SOA Wealth Advisors bought 20 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.47K.
  • Vanguard Total Bond Market made up 0.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • SOA Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Vanguard Total Bond Market position peaked at $506K in Q1 2023.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.