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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

VisionPoint Advisory Group's BND Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Vanguard Total Bond Market (BND) stake by 5.7% in Q2 2026, buying an estimated $21.2K and bringing the position to 5,331 shares worth $391K. The position accounts for 0.06% of the portfolio, ranked #300.

VisionPoint Advisory Group first reported a position in BND in Q4 2018 and has held it in 18 quarters since. The position peaked at $4.53M in Q3 2019. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

VisionPoint Advisory Group held 5,331 shares of Vanguard Total Bond Market worth $391K as of Q2 2026.
VisionPoint Advisory Group bought 289 Vanguard Total Bond Market shares in Q2 2026, an estimated $21.2K.
Vanguard Total Bond Market made up 0.06% of VisionPoint Advisory Group's portfolio in Q2 2026, its #300 holding.
VisionPoint Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 18 quarters since.
VisionPoint Advisory Group's Vanguard Total Bond Market position peaked at $4.53M in Q3 2019.
1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.