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West Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

West Financial 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
2026
Q2 		$59.6M Buy
812,403
+93,059
+13% +$6.83M 9.06% 4
2026
Q1 		$53M Buy
719,344
+6,423
+0.9% +$477K 8.99% 5
2025
Q4 		$52.8M Sell
712,921
-94,493
-12% -$7.03M 8.91% 5
2025
Q3 		$60M Sell
807,414
-20,175
-2% -$1.49M 9.93% 4
2025
Q2 		$60.9M Sell
827,589
-41,426
-5% -$3.01M 10.6% 4
2025
Q1 		$63.8M Buy
869,015
+11,471
+1% +$832K 12.13% 2
2024
Q4 		$61.7M Buy
857,544
+136,691
+19% +$9.99M 11.89% 3
2024
Q3 		$54.1M Buy
720,853
+38,259
+6% +$2.83M 10.44% 2
2024
Q2 		$49.2M Buy
682,594
+35,018
+5% +$2.51M 10.21% 2
2024
Q1 		$47M Buy
647,576
+26,918
+4% +$1.95M 10.09% 2
2023
Q4 		$45.6M Buy
620,658
+48,146
+8% +$3.4M 10.41% 2
2023
Q3 		$39.9M Buy
572,512
+25,296
+5% +$1.81M 10.02% 3
2023
Q2 		$39.8M Buy
547,216
+37,351
+7% +$2.74M 9.79% 2
2023
Q1 		$37.6M Buy
509,865
+9,518
+2% +$696K 9.85% 2
2022
Q4 		$35.9M Buy
500,347
+44,335
+10% +$3.18M 10.03% 2
2022
Q3 		$32.5M Buy
456,012
+43,293
+10% +$3.24M 9.75% 4
2022
Q2 		$31.1M Sell
412,719
-4,071
-1% -$310K 9.03% 3
2022
Q1 		$33.2M Buy
416,790
+14,415
+4% +$1.18M 8.72% 3
2021
Q4 		$34.1M Sell
402,375
-47,603
-11% -$4.05M 9.15% 3
2021
Q3 		$38.5M Buy
449,978
+25,511
+6% +$2.2M 11.26% 2
2021
Q2 		$36.5M Buy
424,467
+41,660
+11% +$3.55M 11.14% 4
2021
Q1 		$32.4M Buy
382,807
+6,469
+2% +$558K 10.87% 3
2020
Q4 		$33.2M Buy
+376,338
New +$33.1M 11.76% 3

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

West Financial Advisors's BND Position: Q2 2026 in Review

West Financial Advisors increased its Vanguard Total Bond Market (BND) stake by 13% in Q2 2026, buying an estimated $6.83M and bringing the position to 812,403 shares worth $59.6M. The position accounts for 9.06% of the portfolio, ranked #4.

West Financial Advisors first reported a position in BND in Q4 2020 and has held it in 23 quarters since. The position peaked at $63.8M in Q1 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • West Financial Advisors held 812,403 shares of Vanguard Total Bond Market worth $59.6M as of Q2 2026.
  • West Financial Advisors bought 93,059 Vanguard Total Bond Market shares in Q2 2026, an estimated $6.83M.
  • Vanguard Total Bond Market made up 9.06% of West Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • West Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 23 quarters since.
  • West Financial Advisors's Vanguard Total Bond Market position peaked at $63.8M in Q1 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.