Plan Group Financial
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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
Q3 		$500K Sell
7,074
-4,755
-40% -$343K 0.1% 123
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Plan Group Financial's BND Position: Q3 2026 in Review

Plan Group Financial reduced its Vanguard Total Bond Market (BND) stake by 40% in Q3 2026, selling an estimated $343K and leaving 7,074 shares worth $500K. The position accounts for 0.1% of the portfolio, ranked #123.

Plan Group Financial first reported a position in BND in Q2 2023 and has held it in 14 quarters since. The position peaked at $6.06M in Q3 2023. 641 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Plan Group Financial held 7,074 shares of Vanguard Total Bond Market worth $500K as of Q3 2026.
  • Plan Group Financial sold 4,755 Vanguard Total Bond Market shares in Q3 2026, an estimated $343K.
  • Vanguard Total Bond Market made up 0.1% of Plan Group Financial's portfolio in Q3 2026, its #123 holding.
  • Plan Group Financial first reported a position in Vanguard Total Bond Market in Q2 2023 and has held it in 14 quarters since.
  • Plan Group Financial's Vanguard Total Bond Market position peaked at $6.06M in Q3 2023.
  • 641 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.