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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
2026
Q2 		$44.1M Buy
601,332
+478,184
+388% +$35.1M 1.45% 12
2026
Q1 		$9.07M Buy
123,148
+25,573
+26% +$1.9M 0.33% 35
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

SageView Advisory Group increased its Vanguard Total Bond Market (BND) stake by 388% in Q2 2026, buying an estimated $35.1M and bringing the position to 601,332 shares worth $44.1M. The position accounts for 1.45% of the portfolio, ranked #12.

SageView Advisory Group first reported a position in BND in Q4 2022 and has held it in 13 quarters since. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • SageView Advisory Group held 601,332 shares of Vanguard Total Bond Market worth $44.1M as of Q2 2026.
  • SageView Advisory Group bought 478,184 Vanguard Total Bond Market shares in Q2 2026, an estimated $35.1M.
  • Vanguard Total Bond Market made up 1.45% of SageView Advisory Group's portfolio in Q2 2026, its #12 holding.
  • SageView Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 13 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.