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 Q2	$868K	Sell	11,829 -5,540	-32%	-$407K	0.18%	100
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 $1.81T 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

Plan Group Financial's BND Position: Q2 2026 in Review

Plan Group Financial reduced its Vanguard Total Bond Market (BND) stake by 32% in Q2 2026, selling an estimated $407K and leaving 11,829 shares worth $868K. The position accounts for 0.18% of the portfolio, ranked #100.

Plan Group Financial first reported a position in BND in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.06M in Q3 2023. 1,823 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Plan Group Financial held 11,829 shares of Vanguard Total Bond Market worth $868K as of Q2 2026.
Plan Group Financial sold 5,540 Vanguard Total Bond Market shares in Q2 2026, an estimated $407K.
Vanguard Total Bond Market made up 0.18% of Plan Group Financial's portfolio in Q2 2026, its #100 holding.
Plan Group Financial first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 13 quarters since.
Plan Group Financial's Vanguard Total Bond Market position peaked at $6.06M in Q3 2023.
1,823 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.