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United Asset Strategies’s Vanguard Total Bond Market BND Stock Holding History

United Asset Strategies’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 		$486K Buy
6,616
+1,583
+31% +$116K 0.03% 207
2026
Q1 		$371K Sell
5,033
-435
-8% -$32.3K 0.03% 212
2025
Q4 		$405K Buy
+5,468
New +$407K 0.03% 203
2023
Q1 		– Sell
-6,441
Closed -$463K – 227
2022
Q4 		$463K Buy
+6,441
New +$461K 0.06% 182

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 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

United Asset Strategies's BND Position: Q2 2026 in Review

United Asset Strategies increased its Vanguard Total Bond Market (BND) stake by 31% in Q2 2026, buying an estimated $116K and bringing the position to 6,616 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #207.

United Asset Strategies first reported a position in BND in Q4 2022 and has held it in 4 quarters since. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • United Asset Strategies held 6,616 shares of Vanguard Total Bond Market worth $486K as of Q2 2026.
  • United Asset Strategies bought 1,583 Vanguard Total Bond Market shares in Q2 2026, an estimated $116K.
  • Vanguard Total Bond Market made up 0.03% of United Asset Strategies's portfolio in Q2 2026, its #207 holding.
  • United Asset Strategies first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 4 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.