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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
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 		$4K Buy
41,589
+3,841
+10% +$331K ﹤0.01% 89
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 $1.56T 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

Wealth Advisory Solutions's BND Position: Q1 2026 in Review

Wealth Advisory Solutions increased its Vanguard Total Bond Market (BND) stake by 195% in Q1 2026, buying an estimated $5.76M and bringing the position to 117,441 shares worth $8.65M. The position accounts for 1.93% of the portfolio, ranked #13.

Wealth Advisory Solutions first reported a position in BND in Q4 2019 and has held it in 25 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Wealth Advisory Solutions held 117,441 shares of Vanguard Total Bond Market worth $8.65M as of Q1 2026.
  • Wealth Advisory Solutions bought 77,694 Vanguard Total Bond Market shares in Q1 2026, an estimated $5.76M.
  • Vanguard Total Bond Market made up 1.93% of Wealth Advisory Solutions's portfolio in Q1 2026, its #13 holding.
  • Wealth Advisory Solutions first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 25 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.