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Sage Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Sage Financial 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
2025
Q2 		– Sell
-11,222
Closed -$824K – 103
2025
Q1 		$824K Sell
11,222
-177
-2% -$12.8K 0.07% 53
2024
Q4 		$820K Buy
11,399
+708
+7% +$51.8K 0.07% 51
2024
Q3 		$803K Buy
10,691
+168
+2% +$12.4K 0.07% 55
2024
Q2 		$758K Buy
10,523
+43
+0.4% +$3.08K 0.07% 55
2024
Q1 		$761K Sell
10,480
-149
-1% -$10.8K 0.07% 54
2023
Q4 		$782K Buy
10,629
+2,981
+39% +$210K 0.08% 54
2023
Q3 		$534K Buy
7,648
+176
+2% +$12.6K 0.06% 57
2023
Q2 		$543K Sell
7,472
-886
-11% -$64.9K 0.06% 57
2023
Q1 		$617K Buy
8,358
+1,625
+24% +$119K 0.07% 54
2022
Q4 		$484K Sell
6,733
-2,639
-28% -$189K 0.06% 60
2022
Q3 		$669K Buy
9,372
+491
+6% +$36.7K 0.09% 49
2022
Q2 		$668K Buy
+8,881
New +$676K 0.09% 50

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sage Financial Group's BND Position: Q2 2025 in Review

Sage Financial Group sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 11,222 shares — an estimated $824K sold.

Sage Financial Group first reported a position in BND in Q2 2022 and held it in 12 quarters. The position peaked at $824K in Q1 2025. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Sage Financial Group reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
  • Sage Financial Group sold 11,222 Vanguard Total Bond Market shares in Q2 2025, an estimated $824K.
  • Sage Financial Group first reported a position in Vanguard Total Bond Market in Q2 2022 and held it in 12 quarters.
  • Sage Financial Group's Vanguard Total Bond Market position peaked at $824K in Q1 2025.
  • 1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Sage Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.