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World Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

World Investment 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
Q1 		$7.3M Buy
99,126
+6,349
+7% +$471K 0.12% 199
2025
Q4 		$6.87M Buy
92,777
+62,325
+205% +$4.64M 0.11% 212
2025
Q3 		$2.26M Buy
30,452
+2,833
+10% +$209K 0.05% 375
2025
Q2 		$2.03M Sell
27,619
-665
-2% -$48.4K 0.05% 375
2025
Q1 		$2.08M Sell
28,284
-5,773
-17% -$419K 0.05% 346
2024
Q4 		$2.45M Sell
34,057
-3,045
-8% -$223K 0.07% 298
2024
Q3 		$2.79M Buy
37,102
+7,047
+23% +$522K 0.09% 250
2024
Q2 		$2.17M Buy
30,055
+11,653
+63% +$835K 0.13% 159
2024
Q1 		$1.34M Sell
18,402
-9,497
-34% -$689K 0.19% 110
2023
Q4 		$2.05M Buy
27,899
+1,387
+5% +$97.9K 0.27% 84
2023
Q3 		$1.85M Buy
26,512
+1,468
+6% +$105K 0.37% 54
2023
Q2 		$1.82M Buy
25,044
+10,841
+76% +$794K 0.35% 52
2023
Q1 		$1.05M Sell
14,203
-39
-0.3% -$2.85K 0.22% 80
2022
Q4 		$1.02M Sell
14,242
-1,174
-8% -$84.1K 0.23% 78
2022
Q3 		$1.1M Sell
15,416
-249
-2% -$18.6K 0.26% 61
2022
Q2 		$1.2M Sell
15,665
-560
-3% -$42.6K 0.25% 65
2022
Q1 		$1.29M Sell
16,225
-460
-3% -$37.6K 0.27% 68
2021
Q4 		$1.35M Sell
16,685
-11
-0.1% -$937 0.28% 67
2021
Q3 		$1.43M Buy
16,696
+1,379
+9% +$119K 0.32% 54
2021
Q2 		$1.32M Sell
15,317
-1,560
-9% -$133K 0.3% 57
2021
Q1 		$1.43M Buy
16,877
+1,362
+9% +$117K 0.34% 52
2020
Q4 		$1.35M Buy
15,515
+401
+3% +$35.3K 0.34% 57
2020
Q3 		$1.33M Buy
15,114
+1,691
+13% +$150K 0.46% 42
2020
Q2 		$1.19M Buy
13,423
+2,993
+29% +$262K 0.42% 43
2020
Q1 		$890K Sell
10,430
-249
-2% -$21.2K 0.41% 41
2019
Q4 		$896K Sell
10,679
-40
-0.4% -$3.36K 0.35% 45
2019
Q3 		$905K Buy
10,719
+819
+8% +$68.7K 0.39% 36
2019
Q2 		$828K Buy
9,900
+1,345
+16% +$110K 0.37% 35
2019
Q1 		$694K Hold
8,555
– – 0.32% 46
2018
Q4 		$683K Buy
+8,555
New +$669K 0.31% 52

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

World Investment Advisors's BND Position: Q1 2026 in Review

World Investment Advisors increased its Vanguard Total Bond Market (BND) stake by 6.8% in Q1 2026, buying an estimated $471K and bringing the position to 99,126 shares worth $7.3M. The position accounts for 0.12% of the portfolio, ranked #199.

World Investment Advisors first reported a position in BND in Q4 2018 and has held it in 30 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • World Investment Advisors held 99,126 shares of Vanguard Total Bond Market worth $7.3M as of Q1 2026.
  • World Investment Advisors bought 6,349 Vanguard Total Bond Market shares in Q1 2026, an estimated $471K.
  • Vanguard Total Bond Market made up 0.12% of World Investment Advisors's portfolio in Q1 2026, its #199 holding.
  • World Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 30 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.