Plan Group Financial’s Vanguard Total Bond Market BND Stock Holding History

Plan Group Financial’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	$1.28M	Sell	17,369 -8,566	-33%	-$635K	0.3%	78
2025 Q4	$1.92M	Sell	25,935 -14,474	-36%	-$1.08M	0.5%	65
2025 Q3	$3.01M	Sell	40,409 -15,399	-28%	-$1.13M	0.81%	36
2025 Q2	$4.11M	Sell	55,808 -21,982	-28%	-$1.6M	1.35%	19
2025 Q1	$5.71M	Buy	77,790 +7,839	+11%	+$569K	2.04%	13
2024 Q4	$5.03M	Buy	69,951 +1,251	+2%	+$91.5K	2.66%	13
2024 Q3	$5.16M	Buy	68,700 +5,228	+8%	+$387K	2.72%	13
2024 Q2	$4.57M	Buy	63,472 +3,705	+6%	+$265K	2.8%	14
2024 Q1	$4.34M	Buy	59,767 +8,053	+16%	+$584K	2.85%	12
2023 Q4	$3.8M	Sell	51,714 -35,185	-40%	-$2.48M	3.34%	13
2023 Q3	$6.06M	Buy	86,899 +68,448	+371%	+$4.89M	4.37%	9
2023 Q2	$1.34M	Buy	+18,451	New	+$1.35M	1.12%	24

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plan Group Financial's BND Position: Q1 2026 in Review

Plan Group Financial reduced its Vanguard Total Bond Market (BND) stake by 33% in Q1 2026, selling an estimated $635K and leaving 17,369 shares worth $1.28M. The position accounts for 0.3% of the portfolio, ranked #78.

Plan Group Financial first reported a position in BND in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.06M in Q3 2023. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Plan Group Financial held 17,369 shares of Vanguard Total Bond Market worth $1.28M as of Q1 2026.
Plan Group Financial sold 8,566 Vanguard Total Bond Market shares in Q1 2026, an estimated $635K.
Vanguard Total Bond Market made up 0.3% of Plan Group Financial's portfolio in Q1 2026, its #78 holding.
Plan Group Financial first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 12 quarters since.
Plan Group Financial's Vanguard Total Bond Market position peaked at $6.06M in Q3 2023.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.