FPCG
BND icon

Forum Private Client Group’s Vanguard Total Bond Market BND Stock Holding History

Forum Private Client 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 		$3.17M Buy
43,162
+20
+0% +$1.47K 0.94% 22
2026
Q1 		$3.18M Sell
43,142
-1,147
-3% -$85.1K 1.06% 22
2025
Q4 		$3.28M Buy
44,289
+323
+0.7% +$24K 1.12% 23
2025
Q3 		$3.27M Sell
43,966
-796
-2% -$58.6K 1.16% 23
2025
Q2 		$3.3M Buy
44,762
+51
+0.1% +$3.71K 1.27% 22
2025
Q1 		$3.28M Buy
44,711
+2,500
+6% +$181K 1.43% 20
2024
Q4 		$3.04M Sell
42,211
-2,497
-6% -$183K 1.35% 21
2024
Q3 		$3.36M Sell
44,708
-5,676
-11% -$420K 1.49% 19
2024
Q2 		$3.63M Buy
50,384
+3,838
+8% +$275K 1.73% 17
2024
Q1 		$3.38M Sell
46,546
-3,883
-8% -$282K 1.64% 17
2023
Q4 		$3.71M Buy
+50,429
New +$3.56M 1.94% 16
2023
Q3 		– Sell
-62,647
Closed -$4.55M – 7
2023
Q2 		$4.55M Sell
62,647
-2,379
-4% -$174K 2.61% 13
2023
Q1 		$4.8M Buy
65,026
+1,154
+2% +$84.4K 3.03% 10
2022
Q4 		$4.59M Sell
63,872
-2,166
-3% -$155K 3.17% 10
2022
Q3 		$4.71M Buy
66,038
+5,739
+10% +$429K 3.52% 10
2022
Q2 		$4.54M Buy
60,299
+12,022
+25% +$915K 3.3% 8
2022
Q1 		$3.84M Buy
+48,277
New +$3.94M 2.98% 10

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Forum Private Client Group's BND Position: Q2 2026 in Review

Forum Private Client Group increased its Vanguard Total Bond Market (BND) stake by 0.05% in Q2 2026, buying an estimated $1.47K and bringing the position to 43,162 shares worth $3.17M. The position accounts for 0.94% of the portfolio, ranked #22.

Forum Private Client Group first reported a position in BND in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.8M in Q1 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Forum Private Client Group held 43,162 shares of Vanguard Total Bond Market worth $3.17M as of Q2 2026.
  • Forum Private Client Group bought 20 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.47K.
  • Vanguard Total Bond Market made up 0.94% of Forum Private Client Group's portfolio in Q2 2026, its #22 holding.
  • Forum Private Client Group first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 17 quarters since.
  • Forum Private Client Group's Vanguard Total Bond Market position peaked at $4.8M in Q1 2023.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.