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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HTG Investment Advisors's BND Position: Q1 2026 in Review

HTG Investment Advisors reduced its Vanguard Total Bond Market (BND) stake by 20% in Q1 2026, selling an estimated $804K and leaving 42,492 shares worth $3.13M. The position accounts for 0.89% of the portfolio, ranked #24.

HTG Investment Advisors first reported a position in BND in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.95M in Q4 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • HTG Investment Advisors held 42,492 shares of Vanguard Total Bond Market worth $3.13M as of Q1 2026.
  • HTG Investment Advisors sold 10,840 Vanguard Total Bond Market shares in Q1 2026, an estimated $804K.
  • Vanguard Total Bond Market made up 0.89% of HTG Investment Advisors's portfolio in Q1 2026, its #24 holding.
  • HTG Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
  • HTG Investment Advisors's Vanguard Total Bond Market position peaked at $3.95M in Q4 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.