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Great Valley Advisor Group’s Vanguard Total Bond Market BND Stock Holding History

Great Valley Advisor 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 		$3.77M Buy
51,298
+6,682
+15% +$490K 0.06% 274
2026
Q1 		$3.29M Buy
44,616
+350
+0.8% +$26K 0.06% 279
2025
Q4 		$3.28M Buy
44,266
+483
+1% +$35.9K 0.06% 253
2025
Q3 		$3.26M Sell
43,783
-2,688
-6% -$198K 0.07% 244
2025
Q2 		$3.42M Sell
46,471
-20,766
-31% -$1.51M 0.08% 226
2025
Q1 		$4.94M Buy
67,237
+14,240
+27% +$1.03M 0.11% 176
2024
Q4 		$3.81M Sell
52,997
-29,794
-36% -$2.18M 0.09% 223
2024
Q3 		$6.22M Sell
82,791
-1,031
-1% -$76.3K 0.15% 143
2024
Q2 		$6.04M Buy
83,822
+36,678
+78% +$2.63M 0.17% 133
2024
Q1 		$3.42M Sell
47,144
-32,371
-41% -$2.35M 0.1% 199
2023
Q4 		$5.85M Buy
79,515
+4,075
+5% +$288K 0.21% 126
2023
Q3 		$5.26M Sell
75,440
-14,611
-16% -$1.04M 0.22% 117
2023
Q2 		$6.55M Sell
90,051
-13,481
-13% -$987K 0.27% 97
2023
Q1 		$7.64M Sell
103,532
-4,495
-4% -$329K 0.36% 75
2022
Q4 		$7.76M Buy
108,027
+17,039
+19% +$1.22M 0.4% 62
2022
Q3 		$6.49M Buy
90,988
+6,379
+8% +$477K 0.36% 65
2022
Q2 		$6.37M Buy
84,609
+17,886
+27% +$1.36M 0.35% 76
2022
Q1 		$5.33M Sell
66,723
-2,591
-4% -$212K 0.31% 89
2021
Q4 		$5.88M Sell
69,314
-9,658
-12% -$823K 0.36% 71
2021
Q3 		$6.75M Buy
78,972
+13,836
+21% +$1.19M 0.47% 52
2021
Q2 		$5.59M Buy
65,136
+27,838
+75% +$2.37M 0.41% 58
2021
Q1 		$3.16M Sell
37,298
-5,185
-12% -$447K 0.3% 79
2020
Q4 		$3.75M Buy
42,483
+4,892
+13% +$430K 0.39% 58
2020
Q3 		$3.32M Buy
37,591
+7,457
+25% +$661K 0.41% 60
2020
Q2 		$2.66M Buy
30,134
+5,125
+20% +$448K 0.44% 58
2020
Q1 		$2.13M Buy
25,009
+4,071
+19% +$346K 0.57% 47
2019
Q4 		$1.76M Buy
20,938
+487
+2% +$40.9K 0.39% 80
2019
Q3 		$1.73M Buy
20,451
+878
+4% +$73.6K 0.42% 71
2019
Q2 		$1.63M Sell
19,573
-10,939
-36% -$891K 0.41% 79
2019
Q1 		$2.17M Buy
30,512
+28,769
+1,651% +$2.3M 0.69% 33
2018
Q4 		$285K Buy
+1,743
New +$136K 0.11% 174

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

Great Valley Advisor Group's BND Position: Q2 2026 in Review

Great Valley Advisor Group increased its Vanguard Total Bond Market (BND) stake by 15% in Q2 2026, buying an estimated $490K and bringing the position to 51,298 shares worth $3.77M. The position accounts for 0.06% of the portfolio, ranked #274.

Great Valley Advisor Group first reported a position in BND in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.76M in Q4 2022. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Great Valley Advisor Group held 51,298 shares of Vanguard Total Bond Market worth $3.77M as of Q2 2026.
  • Great Valley Advisor Group bought 6,682 Vanguard Total Bond Market shares in Q2 2026, an estimated $490K.
  • Vanguard Total Bond Market made up 0.06% of Great Valley Advisor Group's portfolio in Q2 2026, its #274 holding.
  • Great Valley Advisor Group first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 31 quarters since.
  • Great Valley Advisor Group's Vanguard Total Bond Market position peaked at $7.76M in Q4 2022.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.