JAG
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Journey Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

Journey Advisory Group’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 		$1.19M Sell
16,166
-760
-4% -$55.8K 0.09% 149
2026
Q1 		$1.25M Sell
16,926
-533,127
-97% -$39.6M 0.11% 131
2025
Q4 		$40.7M Buy
550,053
+26,727
+5% +$1.99M 3.43% 4
2025
Q3 		$38.9M Buy
523,326
+9,139
+2% +$673K 2.88% 5
2025
Q2 		$37.9M Buy
514,187
+29,642
+6% +$2.16M 2.94% 4
2025
Q1 		$35.6M Buy
484,545
+105,529
+28% +$7.66M 2.91% 3
2024
Q4 		$27.3M Hold
379,016
– – 3.27% 5
2024
Q3 		$27.3M Hold
379,016
– – 3.27% 5
2024
Q2 		$27.3M Buy
379,016
+69,096
+22% +$4.95M 3.26% 5
2024
Q1 		$22.5M Buy
309,920
+166,562
+116% +$12.1M 2.77% 7
2023
Q4 		$10.5M Buy
143,358
+13,805
+11% +$975K 1.43% 19
2023
Q3 		$9.04M Buy
129,553
+24,394
+23% +$1.74M 1.35% 20
2023
Q2 		$7.64M Buy
105,159
+33,184
+46% +$2.43M 1.14% 22
2023
Q1 		$5.31M Buy
71,975
+16,948
+31% +$1.24M 0.83% 30
2022
Q4 		$3.95M Sell
55,027
-124,331
-69% -$8.91M 0.98% 25
2022
Q3 		$12.8M Sell
179,358
-8,856
-5% -$663K 3.26% 7
2022
Q2 		$14.5M Buy
188,214
+13,717
+8% +$1.04M 3.33% 7
2022
Q1 		$13.9M Buy
174,497
+57,792
+50% +$4.72M 3.51% 6
2021
Q4 		$9.89M Buy
116,705
+11,278
+11% +$961K 2.73% 6
2021
Q3 		$9.01M Buy
105,427
+9,731
+10% +$840K 2.92% 6
2021
Q2 		$8.22M Buy
95,696
+13,748
+17% +$1.17M 2.61% 7
2021
Q1 		$6.94M Buy
81,948
+11,568
+16% +$998K 2.43% 9
2020
Q4 		$6.21M Buy
+70,380
New +$6.19M 2.32% 10

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

Journey Advisory Group's BND Position: Q2 2026 in Review

Journey Advisory Group reduced its Vanguard Total Bond Market (BND) stake by 4.5% in Q2 2026, selling an estimated $55.8K and leaving 16,166 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #149.

Journey Advisory Group first reported a position in BND in Q4 2020 and has held it in 23 quarters since. The position peaked at $40.7M in Q4 2025. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Journey Advisory Group held 16,166 shares of Vanguard Total Bond Market worth $1.19M as of Q2 2026.
  • Journey Advisory Group sold 760 Vanguard Total Bond Market shares in Q2 2026, an estimated $55.8K.
  • Vanguard Total Bond Market made up 0.09% of Journey Advisory Group's portfolio in Q2 2026, its #149 holding.
  • Journey Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's Vanguard Total Bond Market position peaked at $40.7M in Q4 2025.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.