SVWAG
BND icon

Sound View Wealth Advisors Group’s Vanguard Total Bond Market BND Stock Holding History

Sound View Wealth Advisors 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 		$6.27M Sell
85,414
-47
-0.1% -$3.45K 0.39% 64
2026
Q1 		$6.29M Buy
85,461
+21
+0% +$1.56K 0.43% 61
2025
Q4 		$6.33M Sell
85,440
-19
-0% -$1.41K 0.42% 59
2025
Q3 		$6.36M Sell
85,459
-56
-0.1% -$4.12K 0.44% 58
2025
Q2 		$6.3M Sell
85,515
-247
-0.3% -$18K 0.47% 53
2025
Q1 		$6.3M Sell
85,762
-4,573
-5% -$332K 0.52% 52
2024
Q4 		$6.5M Buy
90,335
+1,230
+1% +$89.9K 0.52% 50
2024
Q3 		$6.69M Sell
89,105
-16
-0% -$1.18K 0.55% 48
2024
Q2 		$6.42M Sell
89,121
-318
-0.4% -$22.8K 0.66% 43
2024
Q1 		$6.5M Buy
89,439
+82,135
+1,125% +$5.96M 0.69% 40
2023
Q4 		$537K Buy
7,304
+288
+4% +$20.3K 0.06% 226
2023
Q3 		$490K Sell
7,016
-305
-4% -$21.8K 0.06% 223
2023
Q2 		$532K Buy
7,321
+54
+0.7% +$3.96K 0.07% 217
2023
Q1 		$537K Sell
7,267
-37
-0.5% -$2.71K 0.07% 207
2022
Q4 		$537K Buy
7,304
+408
+6% +$29.2K 0.06% 226
2022
Q3 		$492K Buy
6,896
+6
+0.1% +$449 0.11% 164
2022
Q2 		$519K Sell
6,890
-342
-5% -$26K 0.11% 164
2022
Q1 		$575K Sell
7,232
-77
-1% -$6.29K 0.11% 161
2021
Q4 		$619K Buy
7,309
+196
+3% +$16.7K 0.12% 155
2021
Q3 		$608K Sell
7,113
-177
-2% -$15.3K 0.13% 148
2021
Q2 		$626K Sell
7,290
-1
-0% -$85 0.13% 148
2021
Q1 		$618K Sell
7,291
-100
-1% -$8.62K 0.14% 140
2020
Q4 		$652K Buy
7,391
+20
+0.3% +$1.76K 0.16% 131
2020
Q3 		$650K Buy
7,371
+2,560
+53% +$227K 0.17% 126
2020
Q2 		$425K Sell
4,811
-53
-1% -$4.63K 0.12% 148
2020
Q1 		$415K Buy
4,864
+1
+0% +$85 0.14% 133
2019
Q4 		$408K Sell
4,863
-172
-3% -$14.5K 0.12% 155
2019
Q3 		$425K Sell
5,035
-247
-5% -$20.7K 0.13% 155
2019
Q2 		$439K Buy
+5,282
New +$430K 0.13% 154

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

Sound View Wealth Advisors Group's BND Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard Total Bond Market (BND) stake by 0.05% in Q2 2026, selling an estimated $3.45K and leaving 85,414 shares worth $6.27M. The position accounts for 0.39% of the portfolio, ranked #64.

Sound View Wealth Advisors Group first reported a position in BND in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.69M in Q3 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Sound View Wealth Advisors Group held 85,414 shares of Vanguard Total Bond Market worth $6.27M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 47 Vanguard Total Bond Market shares in Q2 2026, an estimated $3.45K.
  • Vanguard Total Bond Market made up 0.39% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #64 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Total Bond Market in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Vanguard Total Bond Market position peaked at $6.69M in Q3 2024.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.