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

Wealthstream 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
2025
Q3 		$746K Sell
10,037
-148
-1% -$10.9K 0.11% 65
2025
Q2 		$750K Sell
10,185
-6,665
-40% -$485K 0.12% 62
2025
Q1 		$1.24M Buy
16,850
+172
+1% +$12.5K 0.23% 36
2024
Q4 		$1.2M Buy
16,678
+200
+1% +$14.6K 0.22% 39
2024
Q3 		$1.24M Buy
16,478
+145
+0.9% +$10.7K 0.23% 33
2024
Q2 		$1.18M Buy
16,333
+94
+0.6% +$6.73K 0.43% 31
2024
Q1 		$1.18M Buy
16,239
+4,046
+33% +$294K 0.45% 32
2023
Q4 		$897K Buy
12,193
+920
+8% +$65K 0.37% 43
2023
Q3 		$787K Sell
11,273
-1,232
-10% -$88K 0.41% 38
2023
Q2 		$909K Buy
12,505
+6,964
+126% +$510K 0.48% 28
2023
Q1 		$409K Buy
5,541
+2,536
+84% +$186K 0.24% 49
2022
Q4 		$216K Buy
3,005
+2
+0.1% +$143 0.14% 67
2022
Q3 		$214K Sell
3,003
-5,952
-66% -$445K 0.23% 60
2022
Q2 		$674K Buy
8,955
+4,743
+113% +$361K 0.68% 24
2022
Q1 		$335K Sell
4,212
-50
-1% -$4.08K 0.29% 46
2021
Q4 		$361K Buy
+4,262
New +$363K 0.31% 45

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthstream Advisors's BND Position: Q3 2025 in Review

Wealthstream Advisors reduced its Vanguard Total Bond Market (BND) stake by 1.5% in Q3 2025, selling an estimated $10.9K and leaving 10,037 shares worth $746K. The position accounts for 0.11% of the portfolio, ranked #65.

Wealthstream Advisors first reported a position in BND in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.24M in Q3 2024. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Wealthstream Advisors held 10,037 shares of Vanguard Total Bond Market worth $746K as of Q3 2025.
  • Wealthstream Advisors sold 148 Vanguard Total Bond Market shares in Q3 2025, an estimated $10.9K.
  • Vanguard Total Bond Market made up 0.11% of Wealthstream Advisors's portfolio in Q3 2025, its #65 holding.
  • Wealthstream Advisors first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 16 quarters since.
  • Wealthstream Advisors's Vanguard Total Bond Market position peaked at $1.24M in Q3 2024.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.