Savvy Advisors Inc’s Vanguard Total Bond Market BND Stock Holding History

Savvy Advisors Inc’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	$4.05M	Sell	55,229 -6,675	-11%	-$490K	0.09%	185
2026 Q1	$4.56M	Buy	61,904 +16,295	+36%	+$1.21M	0.12%	138
2025 Q4	$3.38M	Buy	45,609 +26,891	+144%	+$2M	0.11%	131
2025 Q3	$1.39M	Buy	18,718 +11,266	+151%	+$830K	0.06%	213
2025 Q2	$549K	Sell	7,452 -1,627	-18%	-$118K	0.04%	333
2025 Q1	$667K	Buy	+9,079	New	+$659K	0.07%	233
2024 Q2	–	Sell	-6,764	Closed	-$491K	–	302
2024 Q1	$491K	Buy	6,764 +2,780	+70%	+$202K	0.28%	93
2023 Q4	$293K	Buy	+3,984	New	+$281K	0.28%	112

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

Savvy Advisors Inc's BND Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Vanguard Total Bond Market (BND) stake by 11% in Q2 2026, selling an estimated $490K and leaving 55,229 shares worth $4.05M. The position accounts for 0.09% of the portfolio, ranked #185.

Savvy Advisors Inc first reported a position in BND in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.56M in Q1 2026. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Savvy Advisors Inc held 55,229 shares of Vanguard Total Bond Market worth $4.05M as of Q2 2026.
Savvy Advisors Inc sold 6,675 Vanguard Total Bond Market shares in Q2 2026, an estimated $490K.
Vanguard Total Bond Market made up 0.09% of Savvy Advisors Inc's portfolio in Q2 2026, its #185 holding.
Savvy Advisors Inc first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 8 quarters since.
Savvy Advisors Inc's Vanguard Total Bond Market position peaked at $4.56M in Q1 2026.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.