VisionPoint Advisory Group
BND icon

VisionPoint Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

VisionPoint Advisory 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 		$439K Buy
6,256
+925
+17% +$66.7K 0.07% 268
2026
Q2 		$391K Buy
5,331
+289
+6% +$21.2K 0.06% 300
2026
Q1 		$371K Buy
+5,042
New +$374K 0.07% 278
2025
Q4 		– Sell
-3,260
Closed -$242K – 398
2025
Q3 		$242K Buy
+3,260
New +$240K 0.05% 345
2025
Q1 		– Sell
-2,093
Closed -$151K – 221
2024
Q4 		$151K Buy
2,093
+374
+22% +$27.3K 0.05% 209
2024
Q3 		$129K Sell
1,719
-25
-1% -$1.85K 0.04% 206
2024
Q2 		$126K Buy
1,744
+1,735
+19,278% +$124K 0.04% 197
2024
Q1 		$654 Hold
9
– – ﹤0.01% 738
2023
Q4 		$662 Sell
9
-5,497
-100% -$388K ﹤0.01% 681
2023
Q3 		$384K Buy
5,506
+3,348
+155% +$239K 0.16% 105
2023
Q2 		$157K Buy
+2,158
New +$158K 0.06% 147
2020
Q4 		– Sell
-3,475
Closed -$307K – 142
2020
Q3 		$307K Sell
3,475
-468
-12% -$41.5K 0.13% 82
2020
Q2 		$352K Sell
3,943
-47,409
-92% -$4.14M 0.14% 67
2020
Q1 		$4.38M Buy
51,352
+6,705
+15% +$570K 2.05% 7
2019
Q4 		$3.74M Sell
44,647
-8,728
-16% -$734K 1.55% 11
2019
Q3 		$4.53M Buy
53,375
+20,834
+64% +$1.75M 1.24% 9
2019
Q2 		$2.7M Buy
32,541
+7,846
+32% +$639K 0.78% 17
2019
Q1 		$2M Sell
24,695
-11,709
-32% -$935K 0.56% 30
2018
Q4 		$2.88M Buy
+36,404
New +$2.85M 0.93% 17

Other funds holding BND

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

VisionPoint Advisory Group's BND Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Vanguard Total Bond Market (BND) stake by 17% in Q3 2026, buying an estimated $66.7K and bringing the position to 6,256 shares worth $439K. The position accounts for 0.07% of the portfolio, ranked #268.

VisionPoint Advisory Group first reported a position in BND in Q4 2018 and has held it in 19 quarters since. The position peaked at $4.53M in Q3 2019. 626 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • VisionPoint Advisory Group held 6,256 shares of Vanguard Total Bond Market worth $439K as of Q3 2026.
  • VisionPoint Advisory Group bought 925 Vanguard Total Bond Market shares in Q3 2026, an estimated $66.7K.
  • Vanguard Total Bond Market made up 0.07% of VisionPoint Advisory Group's portfolio in Q3 2026, its #268 holding.
  • VisionPoint Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 19 quarters since.
  • VisionPoint Advisory Group's Vanguard Total Bond Market position peaked at $4.53M in Q3 2019.
  • 626 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.