Wealth Advisory Solutions
BND icon

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
Q3 		$9.4M Sell
133,991
-124
-0.1% -$8.94K 1.94% 13
2026
Q2 		$9.8M 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 		$4.4M 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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Wealth Advisory Solutions's BND Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its Vanguard Total Bond Market (BND) stake by 0.09% in Q3 2026, selling an estimated $8.94K and leaving 133,991 shares worth $9.4M. The position accounts for 1.94% of the portfolio, ranked #13.

Wealth Advisory Solutions first reported a position in BND in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.8M in Q2 2026. 1,351 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Wealth Advisory Solutions held 133,991 shares of Vanguard Total Bond Market worth $9.4M as of Q3 2026.
  • Wealth Advisory Solutions sold 124 Vanguard Total Bond Market shares in Q3 2026, an estimated $8.94K.
  • Vanguard Total Bond Market made up 1.94% of Wealth Advisory Solutions's portfolio in Q3 2026, its #13 holding.
  • Wealth Advisory Solutions first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 27 quarters since.
  • Wealth Advisory Solutions's Vanguard Total Bond Market position peaked at $9.8M in Q2 2026.
  • 1,351 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.