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USAdvisors Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

USAdvisors Wealth Management’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 		$473K Buy
6,454
+45
+0.7% +$3.3K 0.14% 89
2026
Q1 		$470K Buy
6,409
+25
+0.4% +$1.85K 0.16% 83
2025
Q4 		$472K Buy
6,384
+141
+2% +$10.5K 0.16% 84
2025
Q3 		$464K Buy
6,243
+43
+0.7% +$3.17K 0.16% 84
2025
Q2 		$456K Buy
6,200
+10
+0.2% +$727 0.17% 84
2025
Q1 		$454K Sell
6,190
-1,607
-21% -$117K 0.16% 83
2024
Q4 		$560K Buy
7,797
+318
+4% +$23.2K 0.18% 79
2024
Q3 		$563K Buy
7,479
+93
+1% +$6.88K 0.2% 78
2024
Q2 		$532K Buy
7,386
+101
+1% +$7.23K 0.19% 77
2024
Q1 		$530K Sell
7,285
-69
-0.9% -$5.01K 0.2% 82
2023
Q4 		$540K Buy
7,354
+88
+1% +$6.21K 0.22% 81
2023
Q3 		$507K Buy
7,266
+30
+0.4% +$2.14K 0.23% 79
2023
Q2 		$526K Buy
7,236
+1,420
+24% +$104K 0.25% 75
2023
Q1 		$429K Sell
5,816
-42
-0.7% -$3.07K 0.2% 84
2022
Q4 		$421K Sell
5,858
-288
-5% -$20.6K 0.2% 84
2022
Q3 		$438K Sell
6,146
-1,150
-16% -$86.1K 0.22% 84
2022
Q2 		$549K Sell
7,296
-173
-2% -$13.2K 0.28% 73
2022
Q1 		$594K Buy
7,469
+270
+4% +$22.1K 0.25% 77
2021
Q4 		$610K Buy
7,199
+446
+7% +$38K 0.25% 72
2021
Q3 		$577K Sell
6,753
-47
-0.7% -$4.06K 0.25% 75
2021
Q2 		$584K Buy
6,800
+47
+0.7% +$4.01K 0.32% 66
2021
Q1 		$572K Buy
6,753
+7
+0.1% +$604 0.28% 70
2020
Q4 		$589K Buy
6,746
+342
+5% +$30.1K 0.28% 54
2020
Q3 		$564 Buy
6,404
+903
+16% +$80.1K 0.09% 50
2020
Q2 		$486K Buy
+5,501
New +$481K 0.26% 49
2019
Q4 		– Sell
-8,666
Closed -$731K – 86
2019
Q3 		$731K Sell
8,666
-596
-6% -$50K 0.38% 31
2019
Q2 		$770 Hold
9,262
– – 0.33% 21
2019
Q1 		$743K Hold
9,262
– – 0.53% 20
2018
Q4 		$734K Buy
9,262
+4,631
+100% +$362K 0.6% 20
2018
Q3 		$364K Hold
4,631
– – 0.26% 48
2018
Q2 		$366K Buy
4,631
+802
+21% +$63.4K 0.28% 43
2018
Q1 		$306K Buy
+3,829
New +$307K 0.24% 43

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 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

USAdvisors Wealth Management's BND Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Vanguard Total Bond Market (BND) stake by 0.7% in Q2 2026, buying an estimated $3.3K and bringing the position to 6,454 shares worth $473K. The position accounts for 0.14% of the portfolio, ranked #89.

USAdvisors Wealth Management first reported a position in BND in Q1 2018 and has held it in 32 quarters since. The position peaked at $743K in Q1 2019. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • USAdvisors Wealth Management held 6,454 shares of Vanguard Total Bond Market worth $473K as of Q2 2026.
  • USAdvisors Wealth Management bought 45 Vanguard Total Bond Market shares in Q2 2026, an estimated $3.3K.
  • Vanguard Total Bond Market made up 0.14% of USAdvisors Wealth Management's portfolio in Q2 2026, its #89 holding.
  • USAdvisors Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2018 and has held it in 32 quarters since.
  • USAdvisors Wealth Management's Vanguard Total Bond Market position peaked at $743K in Q1 2019.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.