WA
BND icon

Waverly Advisors’s Vanguard Total Bond Market BND Stock Holding History

Waverly 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
Q1 		$25.2M Buy
342,399
+1,969
+0.6% +$146K 0.19% 113
2025
Q4 		$25.2M Buy
340,430
+30,049
+10% +$2.24M 0.2% 101
2025
Q3 		$23.1M Buy
310,381
+9,745
+3% +$718K 0.23% 83
2025
Q2 		$22.1M Buy
300,636
+7,793
+3% +$567K 0.24% 82
2025
Q1 		$21.5M Buy
292,843
+99,688
+52% +$7.23M 0.26% 83
2024
Q4 		$13.9M Buy
193,155
+125,500
+185% +$9.18M 0.21% 98
2024
Q3 		$5.08M Sell
67,655
-111
-0.2% -$8.21K 0.09% 193
2024
Q2 		$4.88M Buy
67,766
+36,868
+119% +$2.64M 0.1% 190
2024
Q1 		$2.24M Buy
30,898
+23,015
+292% +$1.67M 0.05% 241
2023
Q4 		$580K Buy
7,883
+2,438
+45% +$172K 0.02% 278
2023
Q3 		$380K Buy
5,445
+530
+11% +$37.8K 0.02% 293
2023
Q2 		$357K Buy
4,915
+1,368
+39% +$100K 0.02% 273
2023
Q1 		$262K Sell
3,547
-156
-4% -$11.4K 0.01% 252
2022
Q4 		$266K Buy
3,703
+409
+12% +$29.3K 0.01% 232
2022
Q3 		$235K Hold
3,294
– – 0.02% 216
2022
Q2 		$248K Buy
3,294
+31
+1% +$2.36K 0.02% 183
2022
Q1 		$260K Hold
3,263
– – 0.02% 168
2021
Q4 		$267K Hold
3,263
– – 0.02% 173
2021
Q3 		$278K Hold
3,263
– – 0.02% 178
2021
Q2 		$282K Hold
3,263
– – 0.03% 158
2021
Q1 		$278K Sell
3,263
-741
-19% -$63.9K 0.03% 143
2020
Q4 		$349K Buy
4,004
+28
+0.7% +$2.46K 0.04% 115
2020
Q3 		$348K Buy
+3,976
New +$353K 0.05% 106
2018
Q4 		– Sell
-5,147
Closed -$405K – 127
2018
Q3 		$405K Buy
5,147
+177
+4% +$14K 0.06% 133
2018
Q2 		$394K Hold
4,970
– – 0.06% 132
2018
Q1 		$397K Buy
4,970
+4,943
+18,307% +$396K 0.06% 131
2017
Q4 		$2K Buy
+27
New +$2.21K ﹤0.01% 385

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

Waverly Advisors's BND Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Total Bond Market (BND) stake by 0.58% in Q1 2026, buying an estimated $146K and bringing the position to 342,399 shares worth $25.2M. The position accounts for 0.19% of the portfolio, ranked #113.

Waverly Advisors first reported a position in BND in Q4 2017 and has held it in 27 quarters since. The position peaked at $25.2M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Waverly Advisors held 342,399 shares of Vanguard Total Bond Market worth $25.2M as of Q1 2026.
  • Waverly Advisors bought 1,969 Vanguard Total Bond Market shares in Q1 2026, an estimated $146K.
  • Vanguard Total Bond Market made up 0.19% of Waverly Advisors's portfolio in Q1 2026, its #113 holding.
  • Waverly Advisors first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 27 quarters since.
  • Waverly Advisors's Vanguard Total Bond Market position peaked at $25.2M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.