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Williams Jones Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Williams Jones Wealth Management’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 		$334K Hold
4,533
– – ﹤0.01% 407
2025
Q4 		$336K Hold
4,533
– – ﹤0.01% 405
2025
Q3 		$337K Sell
4,533
-3,728
-45% -$275K ﹤0.01% 398
2025
Q2 		$608K Buy
8,261
+870
+12% +$63.3K 0.01% 319
2025
Q1 		$543K Buy
7,391
+1,519
+26% +$110K 0.01% 323
2024
Q4 		$422K Sell
5,872
-42
-0.7% -$3.07K 0.01% 368
2024
Q3 		$444K Buy
+5,914
New +$438K 0.01% 377
2024
Q1 		– Sell
-5,664
Closed -$417K – 554
2023
Q4 		$417K Buy
5,664
+1,175
+26% +$83K 0.01% 374
2023
Q3 		$313K Buy
+4,489
New +$320K ﹤0.01% 409

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

Williams Jones Wealth Management's BND Position: Q1 2026 in Review

Williams Jones Wealth Management held its Vanguard Total Bond Market (BND) position steady in Q1 2026 at 4,533 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Williams Jones Wealth Management first reported a position in BND in Q3 2023 and has held it in 9 quarters since. The position peaked at $608K in Q2 2025. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Williams Jones Wealth Management held 4,533 shares of Vanguard Total Bond Market worth $334K as of Q1 2026.
  • Williams Jones Wealth Management left its Vanguard Total Bond Market share count unchanged in Q1 2026.
  • Vanguard Total Bond Market made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #407 holding.
  • Williams Jones Wealth Management first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 9 quarters since.
  • Williams Jones Wealth Management's Vanguard Total Bond Market position peaked at $608K in Q2 2025.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.