Wealthspire Advisors (New York)’s Vanguard Total Bond Market BND Stock Holding History

Wealthspire Advisors (New York)’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	$55.2M	Buy	749,709 +22,194	+3%	+$1.65M	0.43%	42
2025 Q4	$53.9M	Sell	727,515 -624,161	-46%	-$46.5M	0.43%	46
2025 Q3	$101M	Buy	1,351,676 +2,286	+0.2%	+$168K	0.53%	29
2025 Q2	$99.4M	Sell	1,349,390 -87,608	-6%	-$6.37M	0.56%	28
2025 Q1	$106M	Buy	1,436,998 +709,970	+98%	+$51.5M	0.63%	27
2024 Q4	$52.3M	Buy	727,028 +43,954	+6%	+$3.21M	0.52%	40
2024 Q3	$51.3M	Buy	683,074 +379,114	+125%	+$28.1M	0.52%	39
2024 Q2	$21.9M	Sell	303,960 -17,181	-5%	-$1.23M	0.28%	47
2024 Q1	$23.3M	Sell	321,141 -7,975	-2%	-$579K	0.31%	43
2023 Q4	$24.2M	Buy	329,116 +104,739	+47%	+$7.39M	0.34%	41
2023 Q3	$15.7M	Sell	224,377 -10,689	-5%	-$763K	0.26%	48
2023 Q2	$17.1M	Sell	235,066 -10,815	-4%	-$792K	0.28%	48
2023 Q1	$18.2M	Sell	245,881 -70,428	-22%	-$5.15M	0.31%	49
2022 Q4	$22.7M	Buy	316,309 +68,455	+28%	+$4.9M	0.41%	41
2022 Q3	$17.7M	Buy	247,854 +15,332	+7%	+$1.15M	0.37%	46
2022 Q2	$17.5M	Sell	232,522 -69,425	-23%	-$5.28M	0.37%	45
2022 Q1	$24M	Buy	301,947 +68,633	+29%	+$5.61M	0.54%	30
2021 Q4	$19.8M	Buy	233,314 +114,292	+96%	+$9.73M	0.44%	33
2021 Q3	$10.2M	Sell	119,022 -8,202	-6%	-$708K	0.21%	57
2021 Q2	$10.9M	Sell	127,224 -8,874	-7%	-$757K	0.29%	43
2021 Q1	$11.5M	Buy	136,098 +1,680	+1%	+$145K	0.27%	46
2020 Q4	$11.9M	Buy	134,418 +22,873	+21%	+$2.01M	0.35%	39
2020 Q3	$9.84M	Sell	111,545 -6,519	-6%	-$578K	0.59%	25
2020 Q2	$10.4M	Sell	118,064 -50,349	-30%	-$4.4M	0.73%	21
2020 Q1	$14.4M	Sell	168,413 -7,895	-4%	-$671K	0.6%	28
2019 Q4	$14.8M	Buy	176,308 +88	+0%	+$7.4K	1.08%	12
2019 Q3	$14.9M	Sell	176,220 -6,393	-4%	-$536K	1.22%	11
2019 Q2	$15.2M	Sell	182,613 -8,321	-4%	-$678K	1.32%	11
2019 Q1	$15.5M	Sell	190,934 -45,587	-19%	-$3.64M	1.44%	11
2018 Q4	$18.7M	Buy	+236,521	New	+$18.5M	1.81%	12

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthspire Advisors (New York)'s BND Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Total Bond Market (BND) stake by 3.1% in Q1 2026, buying an estimated $1.65M and bringing the position to 749,709 shares worth $55.2M. The position accounts for 0.43% of the portfolio, ranked #42.

Wealthspire Advisors (New York) first reported a position in BND in Q4 2018 and has held it in 30 quarters since. The position peaked at $106M in Q1 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Wealthspire Advisors (New York) held 749,709 shares of Vanguard Total Bond Market worth $55.2M as of Q1 2026.
Wealthspire Advisors (New York) bought 22,194 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.65M.
Vanguard Total Bond Market made up 0.43% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #42 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 30 quarters since.
Wealthspire Advisors (New York)'s Vanguard Total Bond Market position peaked at $106M in Q1 2025.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.