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

RIA 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	$202K	Buy	+2,754	New	+$202K	0.04%	150
2026 Q1	–	Sell	-453,185	Closed	-$33.6M	–	151
2025 Q4	$33.6M	Buy	453,185 +40,755	+10%	+$3.03M	8.07%	4
2025 Q3	$30.7M	Buy	412,430 +21,013	+5%	+$1.55M	7.86%	4
2025 Q2	$28.8M	Sell	391,417 -4,492	-1%	-$327K	8.47%	3
2025 Q1	$29.1M	Buy	+395,909	New	+$28.7M	9.46%	2
2024 Q4	–	Sell	-451,968	Closed	-$33.9M	–	137
2024 Q3	$33.9M	Buy	+451,968	New	+$33.4M	11.99%	3
2023 Q4	–	Sell	-4,166	Closed	-$291K	–	126
2023 Q3	$291K	Buy	4,166 +647	+18%	+$46.2K	0.13%	83
2023 Q2	$256K	Sell	3,519 -1,390	-28%	-$102K	0.11%	94
2023 Q1	$362K	Sell	4,909 -1,213	-20%	-$88.8K	0.17%	80
2022 Q4	$411K	Buy	+6,122	New	+$439K	0.24%	64

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

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

RIA Advisory Group opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 2,754 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #150 among its holdings. This is a return to the name: RIA Advisory Group previously reported a position in BND as recently as Q4 2025.

RIA Advisory Group first reported a position in BND in Q4 2022 and has held it in 10 quarters since. The position peaked at $33.9M in Q3 2024. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

RIA Advisory Group held 2,754 shares of Vanguard Total Bond Market worth $202K as of Q2 2026.
Vanguard Total Bond Market was a new RIA Advisory Group position in Q2 2026.
Vanguard Total Bond Market made up 0.04% of RIA Advisory Group's portfolio in Q2 2026, its #150 holding.
RIA Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 10 quarters since.
RIA Advisory Group's Vanguard Total Bond Market position peaked at $33.9M in Q3 2024.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.