UF
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Univest Financial’s Vanguard Total Bond Market BND Stock Holding History

Univest Financial’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 		$223K Sell
3,035
-6,769
-69% -$502K 0.01% 241
2025
Q4 		$726K Buy
9,804
+3,927
+67% +$292K 0.04% 173
2025
Q3 		$437K Sell
5,877
-4,062
-41% -$299K 0.02% 197
2025
Q2 		$732K Sell
9,939
-14,365
-59% -$1.04M 0.04% 167
2025
Q1 		$1.79M Sell
24,304
-42,662
-64% -$3.1M 0.12% 124
2024
Q4 		$4.82M Buy
+66,966
New +$4.9M 0.3% 63
2024
Q1 		– Sell
-33,378
Closed -$2.45M – 132
2023
Q4 		$2.45M Buy
+33,378
New +$2.36M 0.73% 45
2023
Q1 		– Sell
-105,960
Closed -$7.61M – 106
2022
Q4 		$7.61M Sell
105,960
-109,067
-51% -$7.81M 2.4% 8
2022
Q3 		$15.3M Buy
215,027
+207,915
+2,923% +$15.6M 5.02% 3
2022
Q2 		$535K Hold
7,112
– – 0.17% 62
2022
Q1 		$565K Sell
7,112
-7,417
-51% -$606K 0.16% 63
2021
Q4 		$1.23M Buy
14,529
+7,076
+95% +$603K 0.31% 48
2021
Q3 		$636K Buy
7,453
+31
+0.4% +$2.68K 0.18% 55
2021
Q2 		$638K Buy
7,422
+123
+2% +$10.5K 0.18% 55
2021
Q1 		$618K Buy
7,299
+292
+4% +$25.2K 0.17% 56
2020
Q4 		$618K Sell
7,007
-912
-12% -$80.2K 0.18% 60
2020
Q3 		$698K Buy
7,919
+130
+2% +$11.5K 0.22% 59
2020
Q2 		$688K Sell
7,789
-126
-2% -$11K 0.23% 57
2020
Q1 		$676K Sell
7,915
-4,447
-36% -$378K 0.27% 58
2019
Q4 		$999K Buy
12,362
+4,494
+57% +$378K 0.42% 61
2019
Q3 		$664K Sell
7,868
-38
-0.5% -$3.19K 0.21% 64
2019
Q2 		$657K Buy
7,906
+4,537
+135% +$370K 0.21% 68
2019
Q1 		$273K Buy
3,369
+616
+22% +$49.2K 0.09% 101
2018
Q4 		$218K Sell
2,753
-1,511
-35% -$118K 0.08% 108
2018
Q3 		$336K Buy
4,264
+31
+0.7% +$2.45K 0.1% 90
2018
Q2 		$335K Sell
4,233
-50
-1% -$3.95K 0.13% 81
2018
Q1 		$342K Buy
4,283
+275
+7% +$22K 0.15% 75
2017
Q4 		$327K Buy
4,008
+43
+1% +$3.51K 0.13% 80
2017
Q3 		$325K Buy
3,965
+149
+4% +$12.2K 0.14% 79
2017
Q2 		$312K Buy
3,816
+31
+0.8% +$2.53K 0.13% 79
2017
Q1 		$307K Sell
3,785
-8,577
-69% -$694K 0.13% 81
2016
Q4 		$999K Buy
12,362
+8,910
+258% +$730K 0.42% 61
2016
Q3 		$290K Buy
3,452
+409
+13% +$34.4K 0.13% 77
2016
Q2 		$257K Buy
3,043
+411
+16% +$34.2K 0.12% 83
2016
Q1 		$218K Sell
2,632
-13,712
-84% -$1.12M 0.1% 88
2015
Q4 		$1.32M Buy
16,344
+13,590
+493% +$1.11M 0.6% 58
2015
Q3 		$226K Sell
2,754
-15
-0.5% -$1.22K 0.11% 81
2015
Q2 		$225K Buy
2,769
+331
+14% +$27.2K 0.1% 80
2015
Q1 		$203K Buy
2,438
+4
+0.2% +$333 0.09% 86
2014
Q4 		$200K Buy
+2,434
New +$201K 0.09% 82

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

Univest Financial's BND Position: Q1 2026 in Review

Univest Financial reduced its Vanguard Total Bond Market (BND) stake by 69% in Q1 2026, selling an estimated $502K and leaving 3,035 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #241.

Univest Financial first reported a position in BND in Q4 2014 and has held it in 40 quarters since. The position peaked at $15.3M in Q3 2022. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Univest Financial held 3,035 shares of Vanguard Total Bond Market worth $223K as of Q1 2026.
  • Univest Financial sold 6,769 Vanguard Total Bond Market shares in Q1 2026, an estimated $502K.
  • Vanguard Total Bond Market made up 0.01% of Univest Financial's portfolio in Q1 2026, its #241 holding.
  • Univest Financial first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 40 quarters since.
  • Univest Financial's Vanguard Total Bond Market position peaked at $15.3M in Q3 2022.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.