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Virginia Estate & Retirement Planning Advisors’s Vanguard Total Bond Market BND Stock Holding History

Virginia Estate & Retirement Planning 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 		$37.1K Hold
108
– – 0.04% 56
2026
Q1 		$32.3K Buy
+108
New +$8.01K 0.06% 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

Virginia Estate & Retirement Planning Advisors's BND Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 108 shares worth $37.1K. The position accounts for 0.04% of the portfolio, ranked #56.

Virginia Estate & Retirement Planning Advisors first reported a position in BND in Q1 2026 and has held it in 2 quarters since. 1,804 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 108 shares of Vanguard Total Bond Market worth $37.1K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Vanguard Total Bond Market share count unchanged in Q2 2026.
  • Vanguard Total Bond Market made up 0.04% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #56 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Vanguard Total Bond Market in Q1 2026 and has held it in 2 quarters since.
  • 1,804 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.