HTG Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

HTG Investment Advisors’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	$2.28M	Sell	31,103 -11,389	-27%	-$836K	0.59%	29
2026 Q1	$3.13M	Sell	42,492 -10,840	-20%	-$804K	0.89%	24
2025 Q4	$3.95M	Buy	53,332 +6,083	+13%	+$453K	1.21%	20
2025 Q3	$3.51M	Sell	47,249 -3,205	-6%	-$236K	1.18%	19
2025 Q2	$3.71M	Buy	50,454 +14,723	+41%	+$1.07M	1.38%	19
2025 Q1	$2.62M	Sell	35,731 -3,603	-9%	-$261K	1.09%	22
2024 Q4	$2.83M	Buy	39,334 +7,572	+24%	+$554K	1.29%	20
2024 Q3	$2.39M	Buy	31,762 +13,618	+75%	+$1.01M	1.13%	20
2024 Q2	$1.31M	Buy	18,144 +7,375	+68%	+$528K	0.7%	26
2024 Q1	$782K	Buy	10,769 +4,268	+66%	+$310K	0.45%	30
2023 Q4	$478K	Buy	+6,501	New	+$459K	0.31%	38

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 22.96% 1-Year Est. Return

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

HTG Investment Advisors's BND Position: Q2 2026 in Review

HTG Investment Advisors reduced its Vanguard Total Bond Market (BND) stake by 27% in Q2 2026, selling an estimated $836K and leaving 31,103 shares worth $2.28M. The position accounts for 0.59% of the portfolio, ranked #29.

HTG Investment Advisors first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.95M in Q4 2025. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

HTG Investment Advisors held 31,103 shares of Vanguard Total Bond Market worth $2.28M as of Q2 2026.
HTG Investment Advisors sold 11,389 Vanguard Total Bond Market shares in Q2 2026, an estimated $836K.
Vanguard Total Bond Market made up 0.59% of HTG Investment Advisors's portfolio in Q2 2026, its #29 holding.
HTG Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
HTG Investment Advisors's Vanguard Total Bond Market position peaked at $3.95M in Q4 2025.
1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.