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Wiser Advisor Group’s Vanguard Total Bond Market BND Stock Holding History

Wiser Advisor 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 		$1.95M Sell
26,549
-455
-2% -$33.4K 2.13% 17
2026
Q1 		$1.99M Sell
27,004
-1,207
-4% -$89.5K 2.4% 13
2025
Q4 		$2.09M Buy
28,211
+524
+2% +$39K 2.39% 11
2025
Q3 		$2.06M Sell
27,687
-1,882
-6% -$139K 2.56% 10
2025
Q2 		$2.18M Sell
29,569
-1,094
-4% -$79.6K 3.78% 8
2025
Q1 		$2.25M Sell
30,663
-1,886
-6% -$137K 3.33% 6
2024
Q4 		$2.34M Sell
32,549
-183
-0.6% -$13.4K 3.4% 7
2024
Q3 		$2.46M Sell
32,732
-988
-3% -$73.1K 3.67% 4
2024
Q2 		$2.43M Sell
33,720
-6,622
-16% -$474K 3.82% 4
2024
Q1 		$2.93M Sell
40,342
-1,787
-4% -$130K 4.59% 4
2023
Q4 		$3.1M Buy
+42,129
New +$2.97M 5.15% 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
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

Wiser Advisor Group's BND Position: Q2 2026 in Review

Wiser Advisor Group reduced its Vanguard Total Bond Market (BND) stake by 1.7% in Q2 2026, selling an estimated $33.4K and leaving 26,549 shares worth $1.95M. The position accounts for 2.13% of the portfolio, ranked #17.

Wiser Advisor Group first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.1M in Q4 2023. 1,821 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Wiser Advisor Group held 26,549 shares of Vanguard Total Bond Market worth $1.95M as of Q2 2026.
  • Wiser Advisor Group sold 455 Vanguard Total Bond Market shares in Q2 2026, an estimated $33.4K.
  • Vanguard Total Bond Market made up 2.13% of Wiser Advisor Group's portfolio in Q2 2026, its #17 holding.
  • Wiser Advisor Group first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • Wiser Advisor Group's Vanguard Total Bond Market position peaked at $3.1M in Q4 2023.
  • 1,821 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.