Hoge Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Hoge Financial Services’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 Q1	$224K	Buy	+3,039	New	+$225K	0.12%	65

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hoge Financial Services's BND Position: Q1 2026 in Review

Hoge Financial Services opened a new position in Vanguard Total Bond Market (BND) in Q1 2026: 3,039 shares worth $224K. The stake represents 0.12% of the portfolio and ranks #65 among its holdings.

1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Hoge Financial Services held 3,039 shares of Vanguard Total Bond Market worth $224K as of Q1 2026.
Vanguard Total Bond Market was a new Hoge Financial Services position in Q1 2026.
Vanguard Total Bond Market made up 0.12% of Hoge Financial Services's portfolio in Q1 2026, its #65 holding.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.