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

Powers 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	$12M	Buy	163,579 +23,028	+16%	+$1.69M	3.76%	8
2026 Q1	$10.4M	Buy	140,551 +29,717	+27%	+$2.2M	3.65%	8
2025 Q4	$8.21M	Buy	110,834 +908	+0.8%	+$67.6K	3.09%	10
2025 Q3	$8.18M	Sell	109,926 -17,736	-14%	-$1.31M	3.26%	10
2025 Q2	$9.4M	Buy	127,662 +3,441	+3%	+$250K	4.13%	8
2025 Q1	$9.12M	Buy	124,221 +10,048	+9%	+$729K	4.35%	6
2024 Q4	$8.21M	Buy	114,173 +2,148	+2%	+$157K	4.11%	7
2024 Q3	$8.41M	Buy	112,025 +8,115	+8%	+$601K	4.2%	7
2024 Q2	$7.49M	Buy	103,910 +18,071	+21%	+$1.29M	4.08%	7
2024 Q1	$6.23M	Buy	85,839 +6,475	+8%	+$470K	3.56%	8
2023 Q4	$5.84M	Buy	79,364 +4,343	+6%	+$307K	3.6%	8
2023 Q3	$5.23M	Buy	75,021 +5,336	+8%	+$381K	3.56%	8
2023 Q2	$5.07M	Buy	69,685 +5,962	+9%	+$437K	3.36%	9
2023 Q1	$4.7M	Buy	+63,723	New	+$4.66M	3.29%	8

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

Powers Advisory Group's BND Position: Q2 2026 in Review

Powers Advisory Group increased its Vanguard Total Bond Market (BND) stake by 16% in Q2 2026, buying an estimated $1.69M and bringing the position to 163,579 shares worth $12M. The position accounts for 3.76% of the portfolio, ranked #8.

Powers Advisory Group first reported a position in BND in Q1 2023 and has held it in 14 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Powers Advisory Group held 163,579 shares of Vanguard Total Bond Market worth $12M as of Q2 2026.
Powers Advisory Group bought 23,028 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.69M.
Vanguard Total Bond Market made up 3.76% of Powers Advisory Group's portfolio in Q2 2026, its #8 holding.
Powers Advisory Group first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 14 quarters since.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.