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Great Waters Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Great Waters Wealth 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 		$28.9M Sell
393,030
-16,832
-4% -$1.24M 2.67% 7
2026
Q1 		$30.2M Sell
409,862
-19,964
-5% -$1.48M 3.19% 7
2025
Q4 		$31.8M Sell
429,826
-46,023
-10% -$3.43M 3.5% 7
2025
Q3 		$35.4M Sell
475,849
-37,872
-7% -$2.79M 4.18% 7
2025
Q2 		$37.8M Sell
513,721
-35,488
-6% -$2.58M 4.92% 6
2025
Q1 		$40.3M Sell
549,209
-74,514
-12% -$5.41M 5.6% 6
2024
Q4 		$44.9M Sell
623,723
-56,433
-8% -$4.13M 5.76% 6
2024
Q3 		$51.1M Sell
680,156
-51,484
-7% -$3.81M 6.89% 5
2024
Q2 		$52.7M Sell
731,640
-38,829
-5% -$2.78M 8.05% 4
2024
Q1 		$56M Sell
770,469
-63,373
-8% -$4.6M 9.14% 4
2023
Q4 		$61.1M Sell
833,842
-63,400
-7% -$4.48M 10.84% 3
2023
Q3 		$61.7M Sell
897,242
-63,318
-7% -$4.52M 12.25% 2
2023
Q2 		$69.8M Sell
960,560
-43,094
-4% -$3.16M 13.88% 1
2023
Q1 		$73.7M Sell
1,003,654
-77,446
-7% -$5.67M 15.58% 1
2022
Q4 		$80.3M Buy
+1,081,100
New +$77.4M 17.29% 1

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

Great Waters Wealth Management's BND Position: Q2 2026 in Review

Great Waters Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 4.1% in Q2 2026, selling an estimated $1.24M and leaving 393,030 shares worth $28.9M. The position accounts for 2.67% of the portfolio, ranked #7.

Great Waters Wealth Management first reported a position in BND in Q4 2022 and has held it in 15 quarters since. The position peaked at $80.3M in Q4 2022. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Great Waters Wealth Management held 393,030 shares of Vanguard Total Bond Market worth $28.9M as of Q2 2026.
  • Great Waters Wealth Management sold 16,832 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.24M.
  • Vanguard Total Bond Market made up 2.67% of Great Waters Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Great Waters Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 15 quarters since.
  • Great Waters Wealth Management's Vanguard Total Bond Market position peaked at $80.3M in Q4 2022.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.