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 Q2	$759K	Buy	10,341 +5,808	+128%	+$426K	0.01%	309
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Williams Jones Wealth Management's BND Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Vanguard Total Bond Market (BND) stake by 128% in Q2 2026, buying an estimated $426K and bringing the position to 10,341 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #309.

Williams Jones Wealth Management first reported a position in BND in Q3 2023 and has held it in 10 quarters since. 1,829 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Williams Jones Wealth Management held 10,341 shares of Vanguard Total Bond Market worth $759K as of Q2 2026.
Williams Jones Wealth Management bought 5,808 Vanguard Total Bond Market shares in Q2 2026, an estimated $426K.
Vanguard Total Bond Market made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #309 holding.
Williams Jones Wealth Management first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 10 quarters since.
1,829 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.