BND VANGUARD TOTAL

Ownership history in Wiser Advisor Group LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in VANGUARD TOTAL (BND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.15% (2023 Q4)
Avg. % of fund
3.63%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 28,211 +524 +1.9% 2.39% $2.1M $73.60
2025 Q3 REDUCED 27,687 -1,882 -6.4% 2.56% $2.1M $72.95
2025 Q2 REDUCED 29,569 -1,094 -3.6% 3.78% $2.2M $71.51
2025 Q1 REDUCED 30,663 -1,886 -5.8% 3.33% $2.3M $70.64
2024 Q4 REDUCED 32,549 -183 -0.6% 3.40% $2.3M $68.73
2024 Q3 REDUCED 32,732 -988 -2.9% 3.67% $2.5M $70.91
2024 Q2 REDUCED 33,720 -6,622 -16.4% 3.82% $2.4M $67.40
2024 Q1 REDUCED 40,342 -1,787 -4.2% 4.59% $2.9M $67.33
2023 Q4 INITIATED 42,129 5.15% $3.1M
% of Fund (quarterly)    BND price (monthly, adj. close)
← Back to Wiser Advisor Group LLC Holdings