UAG
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United Advisor Group’s Vanguard Total Bond Market BND Stock Holding History

United Advisor Group’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 		$3.87M Buy
52,597
+1,906
+4% +$141K 0.48% 52
2025
Q4 		$3.75M Buy
50,691
+9,860
+24% +$734K 0.47% 51
2025
Q3 		$3.04M Buy
40,831
+5,541
+16% +$408K 0.41% 66
2025
Q2 		$2.6M Buy
35,290
+10,867
+44% +$790K 0.45% 61
2025
Q1 		$1.79M Buy
24,423
+1,647
+7% +$120K 0.37% 72
2024
Q4 		$1.64M Buy
22,776
+14,093
+162% +$1.03M 0.32% 75
2024
Q3 		$652K Sell
8,683
-644
-7% -$47.7K 0.15% 146
2024
Q2 		$672K Sell
9,327
-1,283
-12% -$91.9K 0.21% 105
2024
Q1 		$771K Buy
+10,610
New +$770K 0.29% 91

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

United Advisor Group's BND Position: Q1 2026 in Review

United Advisor Group increased its Vanguard Total Bond Market (BND) stake by 3.8% in Q1 2026, buying an estimated $141K and bringing the position to 52,597 shares worth $3.87M. The position accounts for 0.48% of the portfolio, ranked #52.

United Advisor Group first reported a position in BND in Q1 2024 and has held it in 9 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • United Advisor Group held 52,597 shares of Vanguard Total Bond Market worth $3.87M as of Q1 2026.
  • United Advisor Group bought 1,906 Vanguard Total Bond Market shares in Q1 2026, an estimated $141K.
  • Vanguard Total Bond Market made up 0.48% of United Advisor Group's portfolio in Q1 2026, its #52 holding.
  • United Advisor Group first reported a position in Vanguard Total Bond Market in Q1 2024 and has held it in 9 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.