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 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 $1.56T 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

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Savvy Advisors Inc's BND Position: Q1 2026 in Review

Savvy Advisors Inc increased its Vanguard Total Bond Market (BND) stake by 36% in Q1 2026, buying an estimated $1.21M and bringing the position to 61,904 shares worth $4.56M. The position accounts for 0.12% of the portfolio, ranked #138.

Savvy Advisors Inc first reported a position in BND in Q4 2023 and has held it in 7 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Savvy Advisors Inc held 61,904 shares of Vanguard Total Bond Market worth $4.56M as of Q1 2026.
Savvy Advisors Inc bought 16,295 Vanguard Total Bond Market shares in Q1 2026, an estimated $1.21M.
Vanguard Total Bond Market made up 0.12% of Savvy Advisors Inc's portfolio in Q1 2026, its #138 holding.
Savvy Advisors Inc first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 7 quarters since.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.