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

Private 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	$456K	Buy	6,211 +1,870	+43%	+$137K	0.02%	225
2026 Q1	$320K	Buy	+4,341	New	+$322K	0.02%	237
2021 Q2	–	Sell	-8,427	Closed	-$714K	–	129
2021 Q1	$714K	Sell	8,427 -11,888	-59%	-$1.03M	0.2%	73
2020 Q4	$1.79M	Buy	20,315 +1,991	+11%	+$175K	0.59%	45
2020 Q3	$1.62M	Buy	18,324 +1,038	+6%	+$92K	0.65%	36
2020 Q2	$1.53M	Buy	+17,286	New	+$1.51M	0.63%	48
2019 Q3	–	Sell	-30,288	Closed	-$2.52M	–	114
2019 Q2	$2.52M	Buy	+30,288	New	+$2.47M	1.15%	33
2017 Q4	–	Sell	-3,414	Closed	-$280K	–	129
2017 Q3	$280K	Buy	3,414 +40	+1%	+$3.28K	0.17%	108
2017 Q2	$277K	Sell	3,374 -249	-7%	-$20.3K	0.17%	108
2017 Q1	$294K	Sell	3,623 -34,582	-91%	-$2.8M	0.2%	106
2016 Q4	$3.09M	Buy	+38,205	New	+$3.13M	2.13%	14

Other funds holding BND

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Private Advisory Group increased its Vanguard Total Bond Market (BND) stake by 43% in Q2 2026, buying an estimated $137K and bringing the position to 6,211 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #225.

Private Advisory Group first reported a position in BND in Q4 2016 and has held it in 11 quarters since. The position peaked at $3.09M in Q4 2016. 1,350 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Private Advisory Group held 6,211 shares of Vanguard Total Bond Market worth $456K as of Q2 2026.
Private Advisory Group bought 1,870 Vanguard Total Bond Market shares in Q2 2026, an estimated $137K.
Vanguard Total Bond Market made up 0.02% of Private Advisory Group's portfolio in Q2 2026, its #225 holding.
Private Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2016 and has held it in 11 quarters since.
Private Advisory Group's Vanguard Total Bond Market position peaked at $3.09M in Q4 2016.
1,350 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.