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TSG Advice Partners’s Vanguard Total Bond Market BND Stock Holding History

TSG Advice Partners’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 		$66.7M Buy
905,636
+196,843
+28% +$14.6M 9.99% 2
2025
Q4 		$52.5M Buy
+708,793
New +$52.8M 8.01% 4

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TSG Advice Partners's BND Position: Q1 2026 in Review

TSG Advice Partners increased its Vanguard Total Bond Market (BND) stake by 28% in Q1 2026, buying an estimated $14.6M and bringing the position to 905,636 shares worth $66.7M. The position accounts for 9.99% of the portfolio, ranked #2.

TSG Advice Partners first reported a position in BND in Q4 2025 and has held it in 2 quarters since. 1,772 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • TSG Advice Partners held 905,636 shares of Vanguard Total Bond Market worth $66.7M as of Q1 2026.
  • TSG Advice Partners bought 196,843 Vanguard Total Bond Market shares in Q1 2026, an estimated $14.6M.
  • Vanguard Total Bond Market made up 9.99% of TSG Advice Partners's portfolio in Q1 2026, its #2 holding.
  • TSG Advice Partners first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 2 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.