Fortis Group Advisors’s Vanguard Total Bond Market BND Stock Holding History

Fortis Group 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 Q2	$62K	Hold	845	–	–	0.01%	293
2026 Q1	$62.2K	Hold	845	–	–	0.01%	294
2025 Q4	$62.6K	Hold	845	–	–	0.01%	293
2025 Q3	$62.8K	Hold	845	–	–	0.01%	250
2025 Q2	$62.2K	Hold	845	–	–	0.01%	237
2025 Q1	$62.1K	Hold	845	–	–	0.01%	206
2024 Q4	$60.8K	Hold	845	–	–	0.01%	212
2024 Q3	$63.5K	Hold	845	–	–	0.01%	201
2024 Q2	$60.9K	Hold	845	–	–	0.01%	200
2024 Q1	$61.4K	Sell	845 -1,405	-62%	-$102K	0.01%	218
2023 Q4	$165K	Buy	+2,250	New	+$159K	0.04%	130

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

Fortis Group Advisors's BND Position: Q2 2026 in Review

Fortis Group Advisors held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 845 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #293.

Fortis Group Advisors first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $165K in Q4 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Fortis Group Advisors held 845 shares of Vanguard Total Bond Market worth $62K as of Q2 2026.
Fortis Group Advisors left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #293 holding.
Fortis Group Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
Fortis Group Advisors's Vanguard Total Bond Market position peaked at $165K in Q4 2023.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.