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

Verus 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
Q1 		$7.15M Buy
97,055
+4,327
+5% +$321K 6.64% 4
2025
Q4 		$6.87M Buy
92,728
+3,284
+4% +$244K 6.4% 4
2025
Q3 		$6.65M Buy
89,444
+5,816
+7% +$428K 6.21% 4
2025
Q2 		$6.16M Buy
83,628
+5,569
+7% +$405K 6.19% 5
2025
Q1 		$5.73M Buy
78,059
+6,926
+10% +$503K 6.28% 5
2024
Q4 		$5.12M Buy
+71,133
New +$5.2M 5.74% 5

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

Verus Wealth Management's BND Position: Q1 2026 in Review

Verus Wealth Management increased its Vanguard Total Bond Market (BND) stake by 4.7% in Q1 2026, buying an estimated $321K and bringing the position to 97,055 shares worth $7.15M. The position accounts for 6.64% of the portfolio, ranked #4.

Verus Wealth Management first reported a position in BND in Q4 2024 and has held it in 6 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Verus Wealth Management held 97,055 shares of Vanguard Total Bond Market worth $7.15M as of Q1 2026.
  • Verus Wealth Management bought 4,327 Vanguard Total Bond Market shares in Q1 2026, an estimated $321K.
  • Vanguard Total Bond Market made up 6.64% of Verus Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Verus Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 6 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Verus Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.