FG
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Fiduciary Group’s Vanguard Total Bond Market BND Stock Holding History

Fiduciary 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
Q1 		$1.1M Sell
14,928
-87
-0.6% -$6.45K 0.09% 155
2025
Q4 		$1.11M Buy
15,015
+23
+0.2% +$1.71K 0.09% 152
2025
Q3 		$1.11M Sell
14,992
-2,074
-12% -$153K 0.1% 150
2025
Q2 		$1.26M Sell
17,066
-247
-1% -$18K 0.12% 139
2025
Q1 		$1.27M Buy
17,313
+2,186
+14% +$159K 0.13% 132
2024
Q4 		$1.09M Buy
+15,127
New +$1.11M 0.11% 144
2019
Q4 		– Sell
-3,647
Closed -$308K – 199
2019
Q3 		$308K Hold
3,647
– – 0.05% 158
2019
Q2 		$303K Buy
+3,647
New +$297K 0.05% 158
2018
Q2 		– Sell
-163,051
Closed -$13M – 173
2018
Q1 		$13M Sell
163,051
-137,369
-46% -$11M 2.82% 4
2017
Q4 		$24.5M Sell
300,420
-37,089
-11% -$3.03M 5.23% 1
2017
Q3 		$27.7M Buy
337,509
+626
+0.2% +$51.4K 6.23% 1
2017
Q2 		$27.6M Buy
336,883
+1,986
+0.6% +$162K 6.36% 1
2017
Q1 		$27.2M Buy
334,897
+32,140
+11% +$2.6M 6.43% 1
2016
Q4 		$24.5M Buy
302,757
+21,976
+8% +$1.8M 6.33% 1
2016
Q3 		$23.6M Buy
280,781
+23,379
+9% +$1.97M 6.4% 1
2016
Q2 		$21.7M Buy
257,402
+64,037
+33% +$5.32M 6.03% 1
2016
Q1 		$16M Buy
193,365
+61,013
+46% +$4.99M 4.64% 1
2015
Q4 		$10.7M Buy
132,352
+110,809
+514% +$9.02M 3.19% 2
2015
Q3 		$1.76M Sell
21,543
-2,931
-12% -$239K 0.59% 56
2015
Q2 		$1.99M Buy
+24,474
New +$2.01M 0.63% 51

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

Fiduciary Group's BND Position: Q1 2026 in Review

Fiduciary Group reduced its Vanguard Total Bond Market (BND) stake by 0.58% in Q1 2026, selling an estimated $6.45K and leaving 14,928 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #155.

Fiduciary Group first reported a position in BND in Q2 2015 and has held it in 20 quarters since. The position peaked at $27.7M in Q3 2017. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Fiduciary Group held 14,928 shares of Vanguard Total Bond Market worth $1.1M as of Q1 2026.
  • Fiduciary Group sold 87 Vanguard Total Bond Market shares in Q1 2026, an estimated $6.45K.
  • Vanguard Total Bond Market made up 0.09% of Fiduciary Group's portfolio in Q1 2026, its #155 holding.
  • Fiduciary Group first reported a position in Vanguard Total Bond Market in Q2 2015 and has held it in 20 quarters since.
  • Fiduciary Group's Vanguard Total Bond Market position peaked at $27.7M in Q3 2017.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.