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Geometric Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Geometric Wealth Advisors’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
2025
Q2 		– Sell
-3,120
Closed -$229K – 74
2025
Q1 		$229K Sell
3,120
-27,842
-90% -$2.02M 0.04% 69
2024
Q4 		$2.23M Buy
30,962
+27,536
+804% +$2.01M 0.4% 12
2024
Q3 		$257K Buy
+3,426
New +$254K 0.05% 58
2024
Q1 		– Sell
-3,280
Closed -$241K – 48
2023
Q4 		$241K Buy
+3,280
New +$232K 0.06% 39

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geometric Wealth Advisors's BND Position: Q2 2025 in Review

Geometric Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 3,120 shares — an estimated $229K sold.

Geometric Wealth Advisors first reported a position in BND in Q4 2023 and held it in 4 quarters. The position peaked at $2.23M in Q4 2024. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • Geometric Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
  • Geometric Wealth Advisors sold 3,120 Vanguard Total Bond Market shares in Q2 2025, an estimated $229K.
  • Geometric Wealth Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and held it in 4 quarters.
  • Geometric Wealth Advisors's Vanguard Total Bond Market position peaked at $2.23M in Q4 2024.
  • 1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on Geometric Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.