Verus Advisory’s Vanguard Total Bond Market BND Stock Holding History

Verus Advisory’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	–	Sell	-354,323	Closed	-$26.3M	–	1
2025 Q4	$26.3M	Buy	+354,323	New	+$26.4M	17.17%	3

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Verus Advisory's BND Position: Q1 2026 in Review

Verus Advisory sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 354,323 shares — an estimated $26.3M sold.

Verus Advisory first reported a position in BND in Q4 2025 and held it in 1 quarter. The position peaked at $26.3M in Q4 2025. 1,777 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Verus Advisory reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
Verus Advisory sold 354,323 Vanguard Total Bond Market shares in Q1 2026, an estimated $26.3M.
Verus Advisory first reported a position in Vanguard Total Bond Market in Q4 2025 and held it in 1 quarter.
Verus Advisory's Vanguard Total Bond Market position peaked at $26.3M in Q4 2025.
1,777 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Verus Advisory's 13F filing for Q1 2026.