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Wealth Advisory Solutions’s Vanguard Total Bond Market BND Stock Holding History

Wealth Advisory Solutions’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 		$9.85M Buy
134,115
+16,674
+14% +$1.22M 2.02% 11
2026
Q1 		$8.65M Buy
117,441
+77,694
+195% +$5.76M 1.93% 13
2025
Q4 		$2.94M Buy
39,747
+1,903
+5% +$142K 0.69% 39
2025
Q3 		$2.81M Buy
37,844
+501
+1% +$36.9K 0.68% 37
2025
Q2 		$2.75M Buy
37,343
+5,626
+18% +$409K 0.7% 41
2025
Q1 		$2.33M Sell
31,717
-5,415
-15% -$393K 0.62% 47
2024
Q4 		$2.67M Sell
37,132
-2,491
-6% -$182K 0.75% 36
2024
Q3 		$2.98M Buy
39,623
+5,220
+15% +$386K 0.82% 36
2024
Q2 		$2.48M Sell
34,403
-140
-0.4% -$10K 0.67% 37
2024
Q1 		$2.51M Buy
34,543
+2,801
+9% +$203K 0.65% 40
2023
Q4 		$2.33M Sell
31,742
-32,416
-51% -$2.29M 0.82% 32
2023
Q3 		$4.6M Buy
64,158
+31,646
+97% +$2.26M 0.9% 31
2023
Q2 		$2.36M Buy
32,512
+622
+2% +$45.6K 0.63% 45
2023
Q1 		$2.35M Sell
31,890
-4,264
-12% -$312K 0.63% 46
2022
Q4 		$2.6M Sell
36,154
-9,650
-21% -$691K 0.7% 42
2022
Q3 		$3.27M Sell
45,804
-2,874
-6% -$215K 0.9% 36
2022
Q2 		$3.66M Sell
48,678
-3,875
-7% -$295K 0.9% 44
2022
Q1 		$4.18M Buy
+52,553
New +$4.29M 0.87% 41
2021
Q3 		$4.41M Buy
51,551
+540
+1% +$46.6K 0.98% 38
2021
Q2 		$4.38M Buy
51,011
+9,422
+23% +$804K 1.04% 34
2021
Q1 		$4M Buy
41,589
+3,841
+10% +$331K 0.83% 35
2020
Q4 		$3.33M Sell
37,748
-699
-2% -$61.5K 0.9% 38
2020
Q3 		$3.39M Buy
38,447
+442
+1% +$39.2K 0.9% 36
2020
Q2 		$3.36M Buy
38,005
+405
+1% +$35.4K 0.93% 36
2020
Q1 		$3.21M Buy
37,600
+7,027
+23% +$597K 1.09% 28
2019
Q4 		$2.56M Buy
+30,573
New +$2.57M 0.68% 48

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

Wealth Advisory Solutions's BND Position: Q2 2026 in Review

Wealth Advisory Solutions increased its Vanguard Total Bond Market (BND) stake by 14% in Q2 2026, buying an estimated $1.22M and bringing the position to 134,115 shares worth $9.85M. The position accounts for 2.02% of the portfolio, ranked #11.

Wealth Advisory Solutions first reported a position in BND in Q4 2019 and has held it in 26 quarters since. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Wealth Advisory Solutions held 134,115 shares of Vanguard Total Bond Market worth $9.85M as of Q2 2026.
  • Wealth Advisory Solutions bought 16,674 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.22M.
  • Vanguard Total Bond Market made up 2.02% of Wealth Advisory Solutions's portfolio in Q2 2026, its #11 holding.
  • Wealth Advisory Solutions first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 26 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.