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Everhart Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Everhart Financial Group’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 		$1.87M Sell
25,452
-454
-2% -$33.3K 0.12% 88
2026
Q1 		$1.91M Buy
25,906
+1,276
+5% +$94.7K 0.16% 83
2025
Q4 		$1.82M Buy
24,630
+2,105
+9% +$157K 0.17% 79
2025
Q3 		$1.68M Sell
22,525
-8,208
-27% -$604K 0.17% 76
2025
Q2 		$2.26M Sell
30,733
-915
-3% -$66.5K 0.26% 51
2025
Q1 		$2.32M Buy
31,648
+5,377
+20% +$390K 0.32% 43
2024
Q4 		$1.89M Buy
26,271
+10,998
+72% +$804K 0.39% 47
2024
Q3 		$1.11M Buy
15,273
+2,381
+18% +$176K 0.25% 89
2024
Q2 		$894K Buy
12,892
+2,801
+28% +$201K 0.23% 90
2024
Q1 		$733K Buy
10,091
+3,980
+65% +$289K 0.21% 101
2023
Q4 		$450K Sell
6,111
-12,172
-67% -$859K 0.16% 127
2023
Q3 		$1.28M Buy
18,283
+4,035
+28% +$288K 0.54% 40
2023
Q2 		$1.23M Buy
14,248
+1,524
+12% +$112K 0.51% 41
2023
Q1 		$939K Buy
12,724
+7,174
+129% +$525K 0.42% 50
2022
Q4 		$399K Buy
5,550
+459
+9% +$32.9K 0.2% 95
2022
Q3 		$363K Sell
5,091
-565
-10% -$42.3K 0.2% 100
2022
Q2 		$425K Sell
5,656
-312
-5% -$23.7K 0.26% 88
2022
Q1 		$475K Buy
5,968
+60
+1% +$4.9K 0.27% 79
2021
Q4 		$501K Buy
5,908
+539
+10% +$45.9K 0.3% 60
2021
Q3 		$459K Buy
5,369
+316
+6% +$27.3K 0.31% 59
2021
Q2 		$434K Sell
5,053
-291
-5% -$24.8K 0.3% 57
2021
Q1 		$453K Buy
5,344
+660
+14% +$56.9K 0.4% 51
2020
Q4 		$413K Buy
+4,684
New +$412K 0.38% 50

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Everhart Financial Group's BND Position: Q2 2026 in Review

Everhart Financial Group reduced its Vanguard Total Bond Market (BND) stake by 1.8% in Q2 2026, selling an estimated $33.3K and leaving 25,452 shares worth $1.87M. The position accounts for 0.12% of the portfolio, ranked #88.

Everhart Financial Group first reported a position in BND in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.32M in Q1 2025. 348 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Everhart Financial Group held 25,452 shares of Vanguard Total Bond Market worth $1.87M as of Q2 2026.
  • Everhart Financial Group sold 454 Vanguard Total Bond Market shares in Q2 2026, an estimated $33.3K.
  • Vanguard Total Bond Market made up 0.12% of Everhart Financial Group's portfolio in Q2 2026, its #88 holding.
  • Everhart Financial Group first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's Vanguard Total Bond Market position peaked at $2.32M in Q1 2025.
  • 348 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.