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Steward Partners Investment Advisory’s Vanguard Total Bond Market BND Stock Holding History

Steward Partners Investment Advisory’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 		$22.6M Buy
307,472
+22,119
+8% +$1.62M 0.12% 175
2026
Q1 		$21M Buy
285,353
+10,682
+4% +$792K 0.11% 169
2025
Q4 		$20.3M Buy
274,671
+9,290
+4% +$691K 0.11% 164
2025
Q3 		$19.7M Buy
265,381
+10,733
+4% +$790K 0.11% 165
2025
Q2 		$18.7M Sell
254,648
-2,584
-1% -$188K 0.15% 139
2025
Q1 		$18.9M Sell
257,232
-16,098
-6% -$1.17M 0.17% 126
2024
Q4 		$19.7M Buy
273,330
+26,054
+11% +$1.9M 0.17% 115
2024
Q3 		$18.6M Buy
247,276
+8,346
+3% +$618K 0.17% 127
2024
Q2 		$17.2M Buy
238,930
+46,206
+24% +$3.31M 0.18% 113
2024
Q1 		$14M Buy
192,724
+20,729
+12% +$1.5M 0.15% 140
2023
Q4 		$12.7M Buy
171,995
+153,887
+850% +$10.9M 0.17% 130
2023
Q3 		$1.26M Sell
18,108
-329
-2% -$23.5K 0.02% 600
2023
Q2 		$1.34M Sell
18,437
-2,927
-14% -$214K 0.02% 603
2023
Q1 		$1.58M Buy
21,364
+543
+3% +$39.7K 0.03% 537
2022
Q4 		$1.5M Sell
20,821
-146,033
-88% -$10.5M 0.03% 537
2022
Q3 		$11.9M Sell
166,854
-1,827
-1% -$137K 0.22% 106
2022
Q2 		$12.7M Sell
168,681
-3,289
-2% -$250K 0.23% 105
2022
Q1 		$13.7M Buy
171,970
+111
+0.1% +$9.07K 0.21% 113
2021
Q4 		$14.6M Sell
171,859
-416
-0.2% -$35.4K 0.22% 103
2021
Q3 		$14.7M Sell
172,275
-3,734
-2% -$322K 0.25% 87
2021
Q2 		$15.1M Sell
176,009
-21,453
-11% -$1.83M 0.26% 85
2021
Q1 		$16.7M Buy
197,462
+128,572
+187% +$11.1M 0.29% 74
2020
Q4 		$6.08M Buy
68,890
+2,924
+4% +$257K 0.13% 168
2020
Q3 		$5.82M Buy
65,966
+7,687
+13% +$682K 0.15% 161
2020
Q2 		$5.15M Buy
58,279
+5,063
+10% +$443K 0.15% 166
2020
Q1 		$4.54M Sell
53,216
-73,343
-58% -$6.23M 0.17% 151
2019
Q4 		$10.6M Buy
126,559
+10,706
+9% +$900K 0.31% 74
2019
Q3 		$9.78M Buy
115,853
+59,785
+107% +$5.01M 0.33% 67
2019
Q2 		$4.66M Buy
56,068
+2,239
+4% +$182K 0.17% 133
2019
Q1 		$4.37M Buy
53,829
+21,849
+68% +$1.74M 0.19% 124
2018
Q4 		$2.53M Buy
31,980
+22,300
+230% +$1.74M 0.12% 191
2018
Q3 		$762K Sell
9,680
-2,218
-19% -$175K 0.04% 408
2018
Q2 		$942K Sell
11,898
-513
-4% -$40.6K 0.06% 309
2018
Q1 		$992K Sell
12,411
-2,090
-14% -$167K 0.07% 271
2017
Q4 		$1.18M Sell
14,501
-412
-3% -$33.7K 0.09% 210
2017
Q3 		$1.22M Buy
14,913
+25
+0.2% +$2.05K 0.12% 166
2017
Q2 		$1.22M Buy
14,888
+7,021
+89% +$573K 0.14% 158
2017
Q1 		$637K Buy
7,867
+818
+12% +$66.2K 0.1% 179
2016
Q4 		$569K Buy
+7,049
New +$577K 0.26% 93

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

Steward Partners Investment Advisory's BND Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Vanguard Total Bond Market (BND) stake by 7.8% in Q2 2026, buying an estimated $1.62M and bringing the position to 307,472 shares worth $22.6M. The position accounts for 0.12% of the portfolio, ranked #175.

Steward Partners Investment Advisory first reported a position in BND in Q4 2016 and has held it in 39 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Steward Partners Investment Advisory held 307,472 shares of Vanguard Total Bond Market worth $22.6M as of Q2 2026.
  • Steward Partners Investment Advisory bought 22,119 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.62M.
  • Vanguard Total Bond Market made up 0.12% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #175 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Total Bond Market in Q4 2016 and has held it in 39 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.