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Transcend Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

Transcend Capital 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
2025
Q4 		– Sell
-9,073
Closed -$675K – 699
2025
Q3 		$675K Buy
9,073
+1,165
+15% +$85.8K 0.05% 321
2025
Q2 		$582K Buy
7,908
+3,992
+102% +$290K 0.05% 310
2025
Q1 		$288K Buy
+3,916
New +$284K 0.02% 486
2023
Q4 		– Sell
-2,978
Closed -$208K – 510
2023
Q3 		$208K Sell
2,978
-5,244
-64% -$374K 0.02% 445
2023
Q2 		$598K Buy
8,222
+115
+1% +$8.42K 0.06% 277
2023
Q1 		$599K Buy
8,107
+933
+13% +$68.3K 0.06% 264
2022
Q4 		$515K Sell
7,174
-371
-5% -$26.6K 0.06% 280
2022
Q3 		$538K Buy
7,545
+334
+5% +$25K 0.06% 272
2022
Q2 		$543K Buy
7,211
+587
+9% +$44.7K 0.06% 289
2022
Q1 		$527K Sell
6,624
-3,641
-35% -$297K 0.05% 312
2021
Q4 		$870K Sell
10,265
-146
-1% -$12.4K 0.08% 227
2021
Q3 		$887K Buy
10,411
+258
+3% +$22.3K 0.08% 225
2021
Q2 		$873K Buy
10,153
+440
+5% +$37.5K 0.13% 161
2021
Q1 		$823K Buy
9,713
+329
+4% +$28.4K 0.1% 203
2020
Q4 		$828K Hold
9,384
– – 0.11% 189
2020
Q3 		$828K Buy
+9,384
New +$832K 0.15% 134
2020
Q2 		– Sell
-9,352
Closed -$798K – 128
2020
Q1 		$798K Hold
9,352
– – 0.24% 107
2019
Q4 		$784K Buy
+9,352
New +$786K 0.21% 112

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Transcend Capital Advisors's BND Position: Q4 2025 in Review

Transcend Capital Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2025, closing a stake of 9,073 shares — an estimated $675K sold.

Transcend Capital Advisors first reported a position in BND in Q4 2019 and held it in 18 quarters. The position peaked at $887K in Q3 2021. 1,786 funds tracked by Wall St. Rank hold BND as of Q4 2025.

  • Transcend Capital Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2025 after selling out during the quarter.
  • Transcend Capital Advisors sold 9,073 Vanguard Total Bond Market shares in Q4 2025, an estimated $675K.
  • Transcend Capital Advisors first reported a position in Vanguard Total Bond Market in Q4 2019 and held it in 18 quarters.
  • Transcend Capital Advisors's Vanguard Total Bond Market position peaked at $887K in Q3 2021.
  • 1,786 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Transcend Capital Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.