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U.S. Capital Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

U.S. Capital 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
Q1 		$1.06M Buy
14,446
+5,113
+55% +$379K 0.03% 496
2025
Q4 		$691K Buy
9,333
+79
+0.9% +$5.88K 0.02% 576
2025
Q3 		$688K Sell
9,254
-231
-2% -$17K 0.02% 551
2025
Q2 		$698K Buy
9,485
+231
+2% +$16.8K 0.02% 524
2025
Q1 		$680K Sell
9,254
-283
-3% -$20.5K 0.02% 512
2024
Q4 		$686K Sell
9,537
-18,891
-66% -$1.38M 0.02% 496
2024
Q3 		$2.14M Buy
28,428
+15,111
+113% +$1.12M 0.08% 237
2024
Q2 		$960K Sell
13,317
-3,003
-18% -$215K 0.04% 349
2024
Q1 		$1.19M Sell
16,320
-280
-2% -$20.3K 0.05% 319
2023
Q4 		$1.22M Buy
16,600
+6,897
+71% +$487K 0.05% 304
2023
Q3 		$677K Sell
9,703
-1,369
-12% -$97.7K 0.03% 373
2023
Q2 		$805K Sell
11,072
-5,470
-33% -$401K 0.04% 363
2023
Q1 		$1.22M Sell
16,542
-13,041
-44% -$954K 0.06% 272
2022
Q4 		$2.13M Buy
29,583
+23
+0.1% +$1.65K 0.1% 195
2022
Q3 		$2.11M Buy
29,560
+9,239
+45% +$691K 0.11% 178
2022
Q2 		$1.53M Sell
20,321
-87
-0.4% -$6.62K 0.07% 268
2022
Q1 		$1.62M Sell
20,408
-377
-2% -$30.8K 0.06% 315
2021
Q4 		$1.76M Sell
20,785
-509
-2% -$43.4K 0.07% 285
2021
Q3 		$1.82M Buy
+21,294
New +$1.84M 0.08% 265

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
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

U.S. Capital Wealth Advisors's BND Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Vanguard Total Bond Market (BND) stake by 55% in Q1 2026, buying an estimated $379K and bringing the position to 14,446 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #496.

U.S. Capital Wealth Advisors first reported a position in BND in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.14M in Q3 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • U.S. Capital Wealth Advisors held 14,446 shares of Vanguard Total Bond Market worth $1.06M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 5,113 Vanguard Total Bond Market shares in Q1 2026, an estimated $379K.
  • Vanguard Total Bond Market made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #496 holding.
  • U.S. Capital Wealth Advisors first reported a position in Vanguard Total Bond Market in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Vanguard Total Bond Market position peaked at $2.14M in Q3 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.