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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

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

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. 1,822 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.
  • 1,822 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.