GoalVest Advisory’s Vanguard Total Bond Market BND Stock Holding History

GoalVest Advisory’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	$1.3K	Buy	+18	New	+$1.32K	﹤0.01%	476
2025 Q1	–	Sell	-32	Closed	-$2.3K	–	506
2024 Q4	$2.3K	Buy	+32	New	+$2.34K	﹤0.01%	339
2024 Q1	–	Sell	-208	Closed	-$15.3K	–	417
2023 Q4	$15.3K	Sell	208 -23	-10%	-$1.62K	0.01%	230
2023 Q3	$16.1K	Buy	+231	New	+$16.5K	0.01%	235
2023 Q2	–	Sell	-430	Closed	-$31.7K	–	366
2023 Q1	$31.7K	Buy	+430	New	+$31.5K	0.02%	138
2021 Q2	$46K	Buy	+531	New	+$45.3K	0.03%	149

Other funds holding BND

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

GoalVest Advisory's BND Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 18 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in BND as recently as Q4 2024.

GoalVest Advisory first reported a position in BND in Q2 2021 and has held it in 6 quarters since. The position peaked at $46K in Q2 2021. 348 funds tracked by Wall St. Rank hold BND as of Q2 2026.

GoalVest Advisory held 18 shares of Vanguard Total Bond Market worth $1.3K as of Q2 2026.
Vanguard Total Bond Market was a new GoalVest Advisory position in Q2 2026.
Vanguard Total Bond Market made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #476 holding.
GoalVest Advisory first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 6 quarters since.
GoalVest Advisory's Vanguard Total Bond Market position peaked at $46K in Q2 2021.
348 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.