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

SageView 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
2025 Q4	$7.23M	Sell	97,575 -26,466	-21%	-$1.97M	0.24%	54
2025 Q3	$9.22M	Sell	124,041 -852	-0.7%	-$62.7K	0.32%	40
2025 Q2	$9.12M	Sell	124,893 -22,784	-15%	-$1.66M	0.34%	33
2025 Q1	$10.8M	Buy	147,677 +16,811	+13%	+$1.22M	0.46%	27
2024 Q4	$9.41M	Buy	130,866 +10,217	+8%	+$747K	0.41%	33
2024 Q3	$9.06M	Buy	+120,649	New	+$8.93M	0.46%	32
2024 Q2	–	Sell	-9,071	Closed	-$650K	–	36
2024 Q1	$651K	Buy	+9,071	New	+$658K	0.03%	270
2023 Q4	–	Sell	-102,068	Closed	-$7.21M	–	40
2023 Q3	$7.12M	Buy	102,068 +1,685	+2%	+$120K	0.41%	36
2023 Q2	$7.3M	Sell	100,383 -49,514	-33%	-$3.63M	0.41%	36
2023 Q1	$11.1M	Sell	149,897 -50,495	-25%	-$3.69M	0.71%	25
2022 Q4	$14.4M	Buy	+200,392	New	+$14.4M	1.17%	15

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

SageView Advisory Group's BND Position: Q4 2025 in Review

SageView Advisory Group reduced its Vanguard Total Bond Market (BND) stake by 21% in Q4 2025, selling an estimated $1.97M and leaving 97,575 shares worth $7.23M. The position accounts for 0.24% of the portfolio, ranked #54.

SageView Advisory Group first reported a position in BND in Q4 2022 and has held it in 11 quarters since. The position peaked at $14.4M in Q4 2022. 1,788 funds tracked by Wall St. Rank hold BND as of Q4 2025.

SageView Advisory Group held 97,575 shares of Vanguard Total Bond Market worth $7.23M as of Q4 2025.
SageView Advisory Group sold 26,466 Vanguard Total Bond Market shares in Q4 2025, an estimated $1.97M.
Vanguard Total Bond Market made up 0.24% of SageView Advisory Group's portfolio in Q4 2025, its #54 holding.
SageView Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's Vanguard Total Bond Market position peaked at $14.4M in Q4 2022.
1,788 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.