Net Worth Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

Net Worth 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	$1.82M	Sell	24,845 -13,668	-35%	-$1M	0.46%	43
2026 Q1	$2.84M	Sell	38,513 -597	-2%	-$44.3K	0.59%	33
2025 Q4	$2.9M	Buy	39,110 +15,957	+69%	+$1.19M	0.59%	34
2025 Q3	$1.72M	Sell	23,153 -16,695	-42%	-$1.23M	0.5%	38
2025 Q2	$2.93M	Buy	39,848 +15,332	+63%	+$1.12M	0.65%	26
2025 Q1	$1.8M	Sell	24,516 -10,025	-29%	-$728K	0.57%	28
2024 Q4	$2.48M	Buy	34,541 +8,551	+33%	+$625K	0.75%	22
2024 Q3	$1.95M	Buy	+25,990	New	+$1.92M	0.58%	27

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

Net Worth Advisory Group's BND Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Vanguard Total Bond Market (BND) stake by 35% in Q2 2026, selling an estimated $1M and leaving 24,845 shares worth $1.82M. The position accounts for 0.46% of the portfolio, ranked #43.

Net Worth Advisory Group first reported a position in BND in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.93M in Q2 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Net Worth Advisory Group held 24,845 shares of Vanguard Total Bond Market worth $1.82M as of Q2 2026.
Net Worth Advisory Group sold 13,668 Vanguard Total Bond Market shares in Q2 2026, an estimated $1M.
Vanguard Total Bond Market made up 0.46% of Net Worth Advisory Group's portfolio in Q2 2026, its #43 holding.
Net Worth Advisory Group first reported a position in Vanguard Total Bond Market in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Vanguard Total Bond Market position peaked at $2.93M in Q2 2025.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.