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GeoWealth Management’s Vanguard Total Bond Market BND Stock Holding History

GeoWealth Management’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 		$877K Sell
11,940
-1,089
-8% -$79.9K 0.03% 352
2026
Q1 		$959K Buy
13,029
+1,438
+12% +$107K 0.03% 300
2025
Q4 		$859K Sell
11,591
-8,483
-42% -$631K 0.03% 313
2025
Q3 		$1.49M Sell
20,074
-1,015
-5% -$74.7K 0.05% 223
2025
Q2 		$1.55M Sell
21,089
-32,118
-60% -$2.34M 0.06% 185
2025
Q1 		$3.91M Buy
53,207
+35,635
+203% +$2.59M 0.16% 87
2024
Q4 		$1.26M Sell
17,572
-895
-5% -$65.4K 0.04% 255
2024
Q3 		$1.39M Sell
18,467
-3,068
-14% -$227K 0.05% 238
2024
Q2 		$1.55M Buy
21,535
+489
+2% +$35K 0.07% 193
2024
Q1 		$1.53M Sell
21,046
-11,728
-36% -$851K 0.06% 221
2023
Q4 		$2.41M Sell
32,774
-3,758
-10% -$265K 0.2% 106
2023
Q3 		$2.55M Sell
36,532
-774
-2% -$55.3K 0.29% 84
2023
Q2 		$2.71M Buy
37,306
+9,551
+34% +$700K 0.29% 71
2023
Q1 		$2.05M Sell
27,755
-665
-2% -$48.7K 0.24% 67
2022
Q4 		$2.04M Sell
28,420
-13,832
-33% -$991K 0.22% 77
2022
Q3 		$3.01M Sell
42,252
-7,235
-15% -$541K 0.33% 63
2022
Q2 		$3.73M Sell
49,487
-11,954
-19% -$910K 0.5% 51
2022
Q1 		$4.89M Sell
61,441
-9,492
-13% -$775K 0.43% 61
2021
Q4 		$6.01M Sell
70,933
-9,393
-12% -$800K 0.49% 54
2021
Q3 		$6.86M Buy
80,326
+2,640
+3% +$228K 0.57% 55
2021
Q2 		$6.67M Sell
77,686
-2,495
-3% -$213K 0.84% 32
2021
Q1 		$6.79M Buy
80,181
+3,911
+5% +$337K 1.06% 25
2020
Q4 		$6.73M Buy
+76,270
New +$6.71M 1.08% 26

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

GeoWealth Management's BND Position: Q2 2026 in Review

GeoWealth Management reduced its Vanguard Total Bond Market (BND) stake by 8.4% in Q2 2026, selling an estimated $79.9K and leaving 11,940 shares worth $877K. The position accounts for 0.03% of the portfolio, ranked #352.

GeoWealth Management first reported a position in BND in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.86M in Q3 2021. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • GeoWealth Management held 11,940 shares of Vanguard Total Bond Market worth $877K as of Q2 2026.
  • GeoWealth Management sold 1,089 Vanguard Total Bond Market shares in Q2 2026, an estimated $79.9K.
  • Vanguard Total Bond Market made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #352 holding.
  • GeoWealth Management first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 23 quarters since.
  • GeoWealth Management's Vanguard Total Bond Market position peaked at $6.86M in Q3 2021.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.