Plante Moran Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Plante Moran Financial Advisors’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	$84.3K	Sell	1,149 -4,441	-79%	-$326K	﹤0.01%	273
2026 Q1	$412K	Buy	5,590 +5,544	+12,052%	+$411K	0.03%	104
2025 Q4	$3.41K	Sell	46 -420	-90%	-$31.3K	﹤0.01%	686
2025 Q3	$34.7K	Sell	466 -1,231	-73%	-$90.6K	﹤0.01%	390
2025 Q2	$124K	Buy	1,697 +1,059	+166%	+$77K	0.01%	211
2025 Q1	$46.8K	Sell	638 -326	-34%	-$23.7K	﹤0.01%	352
2024 Q4	$69.6K	Buy	+964	New	+$70.5K	0.01%	305
2024 Q2	–	Sell	-865	Closed	-$62.8K	–	797
2024 Q1	$62.8K	Buy	865 +861	+21,525%	+$62.5K	0.01%	307
2023 Q4	$319	Hold	4	–	–	﹤0.01%	786
2023 Q3	$299	Sell	4 -25	-86%	-$1.78K	﹤0.01%	721
2023 Q2	$2.11K	Buy	+29	New	+$2.12K	﹤0.01%	691
2022 Q3	–	Sell	-375	Closed	-$28K	–	872
2022 Q2	$28K	Buy	375 +294	+363%	+$22.4K	﹤0.01%	399
2022 Q1	$6K	Sell	81 -4,959	-98%	-$405K	﹤0.01%	647
2021 Q4	$427K	Buy	5,040 +4,559	+948%	+$388K	0.07%	100
2021 Q3	$41K	Buy	481 +410	+577%	+$35.4K	0.01%	418
2021 Q2	$6K	Hold	71	–	–	﹤0.01%	748
2021 Q1	$6K	Buy	+71	New	+$6.12K	﹤0.01%	739
2020 Q2	–	Sell	-240	Closed	-$20K	–	752
2020 Q1	$20K	Sell	240 -501	-68%	-$42.6K	0.01%	384
2019 Q4	$62K	Buy	741 +302	+69%	+$25.4K	0.02%	291
2019 Q3	$37K	Sell	439 -60	-12%	-$5.03K	0.01%	390
2019 Q2	$41K	Sell	499 -137	-22%	-$11.2K	0.01%	374
2019 Q1	$52K	Buy	+636	New	+$50.8K	0.02%	321
2018 Q2	–	Sell	-217	Closed	-$17K	–	826
2018 Q1	$17K	Sell	217 -12,063	-98%	-$966K	0.01%	529
2017 Q4	$1M	Sell	12,280 -7	-0.1%	-$572	0.56%	34
2017 Q3	$1.01M	Hold	12,287	–	–	0.6%	33
2017 Q2	$1M	Sell	12,287 -615	-5%	-$50.2K	0.63%	33
2017 Q1	$1.05M	Sell	12,902 -21	-0.2%	-$1.7K	0.63%	30
2016 Q4	$1.04M	Buy	12,923 +926	+8%	+$75.8K	0.65%	31
2016 Q3	$1.01M	Hold	11,997	–	–	0.68%	34
2016 Q2	$1.01M	Buy	11,997 +610	+5%	+$50.7K	0.73%	32
2016 Q1	$943K	Hold	11,387	–	–	0.73%	30
2015 Q4	$920K	Buy	11,387 +910	+9%	+$74.1K	0.69%	31
2015 Q3	$858K	Hold	10,477	–	–	0.68%	34
2015 Q2	$851K	Hold	10,477	–	–	0.61%	38
2015 Q1	$873K	Hold	10,477	–	–	0.61%	39
2014 Q4	$863K	Buy	10,477 +8,416	+408%	+$694K	0.63%	33
2014 Q3	$169K	Hold	2,061	–	–	0.15%	109
2014 Q2	$169K	Buy	2,061 +74	+4%	+$6.05K	0.15%	101
2014 Q1	$161K	Hold	1,987	–	–	0.18%	80
2013 Q4	$159K	Buy	1,987 +1,150	+137%	+$92.9K	0.09%	105
2013 Q3	$68K	Sell	837 -2,000	-70%	-$161K	0.04%	161
2013 Q2	$229K	Buy	+2,837	New	+$235K	0.17%	57

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

Plante Moran Financial Advisors's BND Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Vanguard Total Bond Market (BND) stake by 79% in Q2 2026, selling an estimated $326K and leaving 1,149 shares worth $84.3K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Plante Moran Financial Advisors first reported a position in BND in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.05M in Q1 2017. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Plante Moran Financial Advisors held 1,149 shares of Vanguard Total Bond Market worth $84.3K as of Q2 2026.
Plante Moran Financial Advisors sold 4,441 Vanguard Total Bond Market shares in Q2 2026, an estimated $326K.
Vanguard Total Bond Market made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #273 holding.
Plante Moran Financial Advisors first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 42 quarters since.
Plante Moran Financial Advisors's Vanguard Total Bond Market position peaked at $1.05M in Q1 2017.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.