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VERITY Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

VERITY 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
Q2 		$1.1M Sell
15,022
-516
-3% -$37.9K 0.67% 25
2026
Q1 		$1.14M Sell
15,538
-570
-4% -$42.3K 0.76% 20
2025
Q4 		$1.19M Buy
16,108
+46
+0.3% +$3.42K 0.74% 22
2025
Q3 		$1.19M Buy
16,062
+115
+0.7% +$8.47K 0.75% 22
2025
Q2 		$1.17M Buy
15,947
+113
+0.7% +$8.22K 0.79% 20
2025
Q1 		$1.16M Buy
15,834
+72
+0.5% +$5.22K 0.86% 20
2024
Q4 		$1.13M Buy
15,762
+140
+0.9% +$10.2K 0.82% 22
2024
Q3 		$1.17M Buy
15,622
+103
+0.7% +$7.62K 0.82% 24
2024
Q2 		$1.12M Buy
15,519
+101
+0.7% +$7.23K 0.84% 20
2024
Q1 		$1.12M Sell
15,418
-3,114
-17% -$226K 0.86% 21
2023
Q4 		$1.36M Sell
18,532
-4,406
-19% -$311K 1.17% 15
2023
Q3 		$1.6M Sell
22,938
-485
-2% -$34.6K 1.51% 15
2023
Q2 		$1.7M Sell
23,423
-933
-4% -$68.3K 1.53% 15
2023
Q1 		$1.8M Buy
24,356
+334
+1% +$24.4K 1.67% 15
2022
Q4 		$1.73M Sell
24,022
-2,732
-10% -$196K 1.69% 15
2022
Q3 		$1.91M Sell
26,754
-1,847
-6% -$138K 1.96% 11
2022
Q2 		$2.15M Sell
28,601
-5,042
-15% -$384K 2.09% 10
2022
Q1 		$2.68M Buy
33,643
+1,256
+4% +$103K 2.36% 10
2021
Q4 		$2.75M Buy
32,387
+3,679
+13% +$313K 2.28% 11
2021
Q3 		$2.45M Buy
28,708
+53
+0.2% +$4.58K 2.19% 11
2021
Q2 		$2.46M Sell
28,655
-13,213
-32% -$1.13M 2.23% 12
2021
Q1 		$3.55M Buy
41,868
+110
+0.3% +$9.49K 3.14% 7
2020
Q4 		$3.68M Buy
41,758
+171
+0.4% +$15K 3.35% 7
2020
Q3 		$3.67M Buy
41,587
+3,787
+10% +$336K 3.75% 6
2020
Q2 		$3.34M Buy
37,800
+7,244
+24% +$633K 3.57% 7
2020
Q1 		$2.61M Sell
30,556
-16,125
-35% -$1.37M 3.54% 9
2019
Q4 		$3.92M Buy
46,681
+537
+1% +$45.1K 3.77% 10
2019
Q3 		$3.9M Sell
46,144
-1,729
-4% -$145K 3.84% 9
2019
Q2 		$3.98M Sell
47,873
-1,779
-4% -$145K 3.91% 8
2019
Q1 		$4.03M Sell
49,652
-3,831
-7% -$306K 4.12% 7
2018
Q4 		$4.24M Buy
+53,483
New +$4.18M 4.87% 6

Other funds holding BND

SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

VERITY Wealth Advisors's BND Position: Q2 2026 in Review

VERITY Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 3.3% in Q2 2026, selling an estimated $37.9K and leaving 15,022 shares worth $1.1M. The position accounts for 0.67% of the portfolio, ranked #25.

VERITY Wealth Advisors first reported a position in BND in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.24M in Q4 2018. 494 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • VERITY Wealth Advisors held 15,022 shares of Vanguard Total Bond Market worth $1.1M as of Q2 2026.
  • VERITY Wealth Advisors sold 516 Vanguard Total Bond Market shares in Q2 2026, an estimated $37.9K.
  • Vanguard Total Bond Market made up 0.67% of VERITY Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • VERITY Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 31 quarters since.
  • VERITY Wealth Advisors's Vanguard Total Bond Market position peaked at $4.24M in Q4 2018.
  • 494 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.