Beacon Wealthcare LLC’s Vanguard Total Bond Market BND Stock Holding History

Beacon Wealthcare LLC’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	$647K	Sell	8,814 -31	-0.4%	-$2.27K	0.21%	13
2026 Q1	$651K	Buy	8,845 +1	+0%	+$74	0.23%	13
2025 Q4	$655K	Hold	8,844	–	–	0.23%	13
2025 Q3	$658K	Sell	8,844 -110	-1%	-$8.1K	0.23%	15
2025 Q2	$659K	Sell	8,954 -1,402	-14%	-$102K	0.25%	15
2025 Q1	$761K	Hold	10,356	–	–	0.31%	12
2024 Q4	$745K	Sell	10,356 -1	-0%	-$73	0.3%	12
2024 Q3	$778K	Hold	10,357	–	–	0.31%	12
2024 Q2	$746K	Sell	10,357 -3,579	-26%	-$256K	0.33%	12
2024 Q1	$1.01M	Sell	13,936 -10,127	-42%	-$735K	0.46%	10
2023 Q4	$1.77M	Buy	+24,063	New	+$1.7M	0.85%	10

Other funds holding BND

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Beacon Wealthcare LLC's BND Position: Q2 2026 in Review

Beacon Wealthcare LLC reduced its Vanguard Total Bond Market (BND) stake by 0.35% in Q2 2026, selling an estimated $2.27K and leaving 8,814 shares worth $647K. The position accounts for 0.21% of the portfolio, ranked #13.

Beacon Wealthcare LLC first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.77M in Q4 2023. 923 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Beacon Wealthcare LLC held 8,814 shares of Vanguard Total Bond Market worth $647K as of Q2 2026.
Beacon Wealthcare LLC sold 31 Vanguard Total Bond Market shares in Q2 2026, an estimated $2.27K.
Vanguard Total Bond Market made up 0.21% of Beacon Wealthcare LLC's portfolio in Q2 2026, its #13 holding.
Beacon Wealthcare LLC first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
Beacon Wealthcare LLC's Vanguard Total Bond Market position peaked at $1.77M in Q4 2023.
923 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q2 2026, filed 1 Jul 2026.