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Southland Equity Partners’s Vanguard Total Bond Market BND Stock Holding History

Southland Equity Partners’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 		$2.21M Buy
30,140
+680
+2% +$49.9K 0.39% 57
2026
Q1 		$2.17M Buy
29,460
+3,190
+12% +$237K 0.42% 53
2025
Q4 		$1.95M Buy
26,270
+2,831
+12% +$211K 0.38% 59
2025
Q3 		$1.74M Buy
23,439
+1,511
+7% +$111K 0.35% 61
2025
Q2 		$1.61M Buy
21,928
+238
+1% +$17.3K 0.35% 58
2025
Q1 		$1.59M Buy
21,690
+1,507
+7% +$109K 0.37% 53
2024
Q4 		$1.45M Buy
20,183
+357
+2% +$26.1K 0.34% 55
2024
Q3 		$1.49M Buy
19,826
+14,850
+298% +$1.1M 0.36% 57
2024
Q2 		$359K Buy
4,976
+559
+13% +$40K 0.1% 129
2024
Q1 		$321K Buy
+4,417
New +$321K 0.09% 145
2023
Q2 		– Sell
-3,792
Closed -$280K – 184
2023
Q1 		$280K Sell
3,792
-84
-2% -$6.15K 0.11% 137
2022
Q4 		$278K Sell
3,876
-224
-5% -$16K 0.11% 133
2022
Q3 		$292K Buy
4,100
+64
+2% +$4.79K 0.14% 109
2022
Q2 		$304K Sell
4,036
-1
-0% -$76 0.14% 113
2022
Q1 		$321K Sell
4,037
-539
-12% -$44K 0.13% 117
2021
Q4 		$388K Buy
4,576
+297
+7% +$25.3K 0.16% 96
2021
Q3 		$366K Buy
4,279
+559
+15% +$48.3K 0.17% 96
2021
Q2 		$320K Buy
+3,720
New +$317K 0.15% 103
2021
Q1 		– Sell
-2,301
Closed -$203K – 146
2020
Q4 		$203K Buy
+2,301
New +$202K 0.14% 123

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

Southland Equity Partners's BND Position: Q2 2026 in Review

Southland Equity Partners increased its Vanguard Total Bond Market (BND) stake by 2.3% in Q2 2026, buying an estimated $49.9K and bringing the position to 30,140 shares worth $2.21M. The position accounts for 0.39% of the portfolio, ranked #57.

Southland Equity Partners first reported a position in BND in Q4 2020 and has held it in 19 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Southland Equity Partners held 30,140 shares of Vanguard Total Bond Market worth $2.21M as of Q2 2026.
  • Southland Equity Partners bought 680 Vanguard Total Bond Market shares in Q2 2026, an estimated $49.9K.
  • Vanguard Total Bond Market made up 0.39% of Southland Equity Partners's portfolio in Q2 2026, its #57 holding.
  • Southland Equity Partners first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 19 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.