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 Q3	$448K	Sell	6,391 -2,423	-27%	-$175K	0.14%	18
2026 Q2	$647K	Sell	8,814 -31	-0.4%	-$2.28K	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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Beacon Wealthcare LLC's BND Position: Q3 2026 in Review

Beacon Wealthcare LLC reduced its Vanguard Total Bond Market (BND) stake by 27% in Q3 2026, selling an estimated $175K and leaving 6,391 shares worth $448K. The position accounts for 0.14% of the portfolio, ranked #18.

Beacon Wealthcare LLC first reported a position in BND in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.77M in Q4 2023. 1,192 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Beacon Wealthcare LLC held 6,391 shares of Vanguard Total Bond Market worth $448K as of Q3 2026.
Beacon Wealthcare LLC sold 2,423 Vanguard Total Bond Market shares in Q3 2026, an estimated $175K.
Vanguard Total Bond Market made up 0.14% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #18 holding.
Beacon Wealthcare LLC first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 12 quarters since.
Beacon Wealthcare LLC's Vanguard Total Bond Market position peaked at $1.77M in Q4 2023.
1,192 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q3 2026, filed 2 Oct 2026.