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Strategic Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Strategic Wealth 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 		$415K Sell
5,654
-173
-3% -$12.7K 0.03% 217
2026
Q1 		$429K Buy
5,827
+2,217
+61% +$164K 0.03% 211
2025
Q4 		$267K Sell
3,610
-18
-0.5% -$1.34K 0.02% 282
2025
Q3 		$270K Buy
3,628
+461
+15% +$33.9K 0.02% 301
2025
Q2 		$233K Buy
+3,167
New +$230K 0.02% 301
2024
Q4 		$224K Sell
3,104
-2,094
-40% -$153K 0.02% 294
2024
Q3 		$390K Buy
5,198
+2,152
+71% +$159K 0.04% 224
2024
Q2 		$219K Sell
3,046
-13,672
-82% -$979K 0.02% 273
2024
Q1 		$1.21M Buy
+16,718
New +$1.21M 0.13% 116
2019
Q4 		– Sell
-2,468
Closed -$208 – 174
2019
Q3 		$208 Sell
2,468
-156
-6% -$13.1K ﹤0.01% 244
2019
Q2 		$217K Buy
2,624
+244
+10% +$19.9K 0.1% 129
2019
Q1 		$192K Sell
2,380
-5
-0.2% -$399 0.09% 141
2018
Q4 		$191K Sell
2,385
-234
-9% -$18.3K 0.1% 135
2018
Q3 		$206K Sell
2,619
-182
-6% -$14.4K 0.11% 125
2018
Q2 		$222K Sell
2,801
-2,675
-49% -$211K 0.13% 126
2018
Q1 		$438K Sell
5,476
-526
-9% -$42.1K 0.23% 120
2017
Q4 		$491K Buy
+6,002
New +$490K 0.27% 112

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

Strategic Wealth Partners's BND Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Vanguard Total Bond Market (BND) stake by 3% in Q2 2026, selling an estimated $12.7K and leaving 5,654 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #217.

Strategic Wealth Partners first reported a position in BND in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.21M in Q1 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Strategic Wealth Partners held 5,654 shares of Vanguard Total Bond Market worth $415K as of Q2 2026.
  • Strategic Wealth Partners sold 173 Vanguard Total Bond Market shares in Q2 2026, an estimated $12.7K.
  • Vanguard Total Bond Market made up 0.03% of Strategic Wealth Partners's portfolio in Q2 2026, its #217 holding.
  • Strategic Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 17 quarters since.
  • Strategic Wealth Partners's Vanguard Total Bond Market position peaked at $1.21M in Q1 2024.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.