High Net Worth Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

High Net Worth Advisory 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	$314K	Buy	+4,282	New	+$314K	0.07%	203
2023 Q1	–	Sell	-3,056	Closed	-$220K	–	241
2022 Q4	$220K	Buy	3,056 +2,138	+233%	+$153K	0.09%	176
2022 Q3	$65K	Buy	918 +160	+21%	+$12K	0.03%	288
2022 Q2	$57K	Buy	758 +751	+10,729%	+$57.2K	0.02%	302
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	655
2021 Q4	$1K	Buy	+7	New	+$596	﹤0.01%	664

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 22.9% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

High Net Worth Advisory Group's BND Position: Q2 2026 in Review

High Net Worth Advisory Group opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 4,282 shares worth $314K. The stake represents 0.07% of the portfolio and ranks #203 among its holdings. This is a return to the name: High Net Worth Advisory Group previously reported a position in BND as recently as Q4 2022.

High Net Worth Advisory Group first reported a position in BND in Q4 2021 and has held it in 6 quarters since. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

High Net Worth Advisory Group held 4,282 shares of Vanguard Total Bond Market worth $314K as of Q2 2026.
Vanguard Total Bond Market was a new High Net Worth Advisory Group position in Q2 2026.
Vanguard Total Bond Market made up 0.07% of High Net Worth Advisory Group's portfolio in Q2 2026, its #203 holding.
High Net Worth Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 6 quarters since.
1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.