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Hobart Private Capital’s Vanguard Total Bond Market BND Stock Holding History

Hobart Private Capital’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 		$25.7M Buy
350,744
+67,555
+24% +$4.96M 4.42% 3
2026
Q1 		$20.9M Sell
283,189
-4,861
-2% -$361K 4.1% 3
2025
Q4 		$21.3M Sell
288,050
-1,719
-0.6% -$128K 4.16% 4
2025
Q3 		$21.6M Sell
289,769
-51,768
-15% -$3.81M 4.51% 3
2025
Q2 		$25.1M Sell
341,537
-40,649
-11% -$2.96M 5.71% 3
2025
Q1 		$28.1M Sell
382,186
-17,798
-4% -$1.29M 7.02% 2
2024
Q4 		$28.8M Sell
399,984
-41,872
-9% -$3.06M 7.14% 3
2024
Q3 		$33.2M Buy
441,856
+63,506
+17% +$4.7M 8.5% 3
2024
Q2 		$27.3M Sell
378,350
-3,158
-0.8% -$226K 7.76% 3
2024
Q1 		$27.7M Buy
381,508
+78,723
+26% +$5.71M 8.45% 3
2023
Q4 		$22.3M Buy
302,785
+7,110
+2% +$502K 7.37% 3
2023
Q3 		$20.6M Buy
295,675
+2,753
+0.9% +$197K 7.83% 2
2023
Q2 		$21.3M Buy
292,922
+18,092
+7% +$1.33M 7.92% 2
2023
Q1 		$20.3M Buy
+274,830
New +$20.1M 8% 3

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

Hobart Private Capital's BND Position: Q2 2026 in Review

Hobart Private Capital increased its Vanguard Total Bond Market (BND) stake by 24% in Q2 2026, buying an estimated $4.96M and bringing the position to 350,744 shares worth $25.7M. The position accounts for 4.42% of the portfolio, ranked #3.

Hobart Private Capital first reported a position in BND in Q1 2023 and has held it in 14 quarters since. The position peaked at $33.2M in Q3 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Hobart Private Capital held 350,744 shares of Vanguard Total Bond Market worth $25.7M as of Q2 2026.
  • Hobart Private Capital bought 67,555 Vanguard Total Bond Market shares in Q2 2026, an estimated $4.96M.
  • Vanguard Total Bond Market made up 4.42% of Hobart Private Capital's portfolio in Q2 2026, its #3 holding.
  • Hobart Private Capital first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 14 quarters since.
  • Hobart Private Capital's Vanguard Total Bond Market position peaked at $33.2M in Q3 2024.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.