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Roger Wittlin Investment Advisory’s Vanguard Total Bond Market BND Stock Holding History

Roger Wittlin Investment Advisory’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 		$1.33M Sell
18,107
-3,990
-18% -$293K 1.04% 17
2026
Q1 		$1.63M Sell
22,097
-6
-0% -$445 1.33% 15
2025
Q4 		$1.64M Sell
22,103
-9,194
-29% -$684K 1.15% 15
2025
Q3 		$2.33M Sell
31,297
-3,938
-11% -$290K 1.29% 14
2025
Q2 		$2.59M Buy
35,235
+3,635
+12% +$264K 1.45% 14
2025
Q1 		$2.32M Buy
31,600
+229
+0.7% +$16.6K 1.36% 14
2024
Q4 		$2.26M Sell
31,371
-44,332
-59% -$3.24M 1.26% 15
2024
Q3 		$5.69M Buy
75,703
+3,803
+5% +$281K 3.27% 10
2024
Q2 		$5.18M Buy
71,900
+15,611
+28% +$1.12M 3.33% 10
2024
Q1 		$4.09M Sell
56,289
-11,214
-17% -$814K 2.87% 10
2023
Q4 		$4.97M Sell
67,503
-11,086
-14% -$783K 3.67% 10
2023
Q3 		$5.48M Sell
78,589
-1,752
-2% -$125K 4.66% 6
2023
Q2 		$5.84M Buy
80,341
+663
+0.8% +$48.6K 4.73% 7
2023
Q1 		$5.88M Buy
79,678
+20,193
+34% +$1.48M 5.26% 8
2022
Q4 		$4.27M Buy
59,485
+59,458
+220,215% +$4.26M 4.27% 10
2022
Q3 		$1K Sell
27
-20,235
-100% -$1.51M 0.03% 16
2022
Q2 		$1.52M Sell
20,262
-92,492
-82% -$7.04M 1.5% 19
2022
Q1 		$8.97M Sell
112,754
-32,384
-22% -$2.65M 8.26% 3
2021
Q4 		$12.3M Buy
+145,138
New +$12.4M 9.66% 3

Other funds holding BND

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Roger Wittlin Investment Advisory's BND Position: Q2 2026 in Review

Roger Wittlin Investment Advisory reduced its Vanguard Total Bond Market (BND) stake by 18% in Q2 2026, selling an estimated $293K and leaving 18,107 shares worth $1.33M. The position accounts for 1.04% of the portfolio, ranked #17.

Roger Wittlin Investment Advisory first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.3M in Q4 2021. 635 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Roger Wittlin Investment Advisory held 18,107 shares of Vanguard Total Bond Market worth $1.33M as of Q2 2026.
  • Roger Wittlin Investment Advisory sold 3,990 Vanguard Total Bond Market shares in Q2 2026, an estimated $293K.
  • Vanguard Total Bond Market made up 1.04% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #17 holding.
  • Roger Wittlin Investment Advisory first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • Roger Wittlin Investment Advisory's Vanguard Total Bond Market position peaked at $12.3M in Q4 2021.
  • 635 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.