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The Wealth Group’s Vanguard Total Bond Market BND Stock Holding History

The Wealth 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
Q3 		$1.17M Sell
16,772
-796
-5% -$57.4K 0.22% 36
2026
Q2 		$1.29M Sell
17,568
-769
-4% -$56.4K 0.25% 32
2026
Q1 		$1.35M Sell
18,337
-319
-2% -$23.7K 0.31% 31
2025
Q4 		$1.38M Sell
18,656
-595
-3% -$44.3K 0.31% 30
2025
Q3 		$1.43M Buy
19,251
+78
+0.4% +$5.74K 0.33% 31
2025
Q2 		$1.41M Sell
19,173
-187
-1% -$13.6K 0.36% 33
2025
Q1 		$1.42M Sell
19,360
-70
-0.4% -$5.08K 0.42% 26
2024
Q4 		$1.4M Sell
19,430
-117
-0.6% -$8.55K 0.4% 25
2024
Q3 		$1.47M Sell
19,547
-5,670
-22% -$420K 0.43% 24
2024
Q2 		$1.82M Sell
25,217
-207
-0.8% -$14.8K 0.55% 22
2024
Q1 		$1.81M Buy
25,424
+1,328
+6% +$96.4K 0.56% 23
2023
Q4 		$1.75M Buy
+24,096
New +$1.7M 0.58% 23

Other funds holding BND

AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

The Wealth Group's BND Position: Q3 2026 in Review

The Wealth Group reduced its Vanguard Total Bond Market (BND) stake by 4.5% in Q3 2026, selling an estimated $57.4K and leaving 16,772 shares worth $1.17M. The position accounts for 0.22% of the portfolio, ranked #36.

The Wealth Group first reported a position in BND in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.82M in Q2 2024. 113 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • The Wealth Group held 16,772 shares of Vanguard Total Bond Market worth $1.17M as of Q3 2026.
  • The Wealth Group sold 796 Vanguard Total Bond Market shares in Q3 2026, an estimated $57.4K.
  • Vanguard Total Bond Market made up 0.22% of The Wealth Group's portfolio in Q3 2026, its #36 holding.
  • The Wealth Group first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 12 quarters since.
  • The Wealth Group's Vanguard Total Bond Market position peaked at $1.82M in Q2 2024.
  • 113 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.