Hoxton Planning & Management’s Vanguard Total Bond Market BND Stock Holding History

Hoxton Planning & Management’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	$593K	Sell	8,084 -1,156	-13%	-$84.8K	0.15%	112
2026 Q1	$680K	Buy	9,240 +3,858	+72%	+$286K	0.2%	84
2025 Q4	$399K	Sell	5,382 -1,324	-20%	-$98.5K	0.12%	127
2025 Q3	$499K	Buy	6,706 +950	+17%	+$70K	0.16%	111
2025 Q2	$424K	Hold	5,756	–	–	0.15%	119
2025 Q1	$423K	Sell	5,756 -2,401	-29%	-$174K	0.16%	123
2024 Q4	$587K	Buy	8,157 +418	+5%	+$30.6K	0.22%	86
2024 Q3	$581K	Buy	+7,739	New	+$573K	0.23%	88

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Hoxton Planning & Management's BND Position: Q2 2026 in Review

Hoxton Planning & Management reduced its Vanguard Total Bond Market (BND) stake by 13% in Q2 2026, selling an estimated $84.8K and leaving 8,084 shares worth $593K. The position accounts for 0.15% of the portfolio, ranked #112.

Hoxton Planning & Management first reported a position in BND in Q3 2024 and has held it in 8 quarters since. The position peaked at $680K in Q1 2026. 409 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Hoxton Planning & Management held 8,084 shares of Vanguard Total Bond Market worth $593K as of Q2 2026.
Hoxton Planning & Management sold 1,156 Vanguard Total Bond Market shares in Q2 2026, an estimated $84.8K.
Vanguard Total Bond Market made up 0.15% of Hoxton Planning & Management's portfolio in Q2 2026, its #112 holding.
Hoxton Planning & Management first reported a position in Vanguard Total Bond Market in Q3 2024 and has held it in 8 quarters since.
Hoxton Planning & Management's Vanguard Total Bond Market position peaked at $680K in Q1 2026.
409 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.