GWWM
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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
Q3 		$23.3M Sell
332,202
-60,828
-15% -$4.38M 2.1% 8
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Great Waters Wealth Management's BND Position: Q3 2026 in Review

Great Waters Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 15% in Q3 2026, selling an estimated $4.38M and leaving 332,202 shares worth $23.3M. The position accounts for 2.1% of the portfolio, ranked #8.

Great Waters Wealth Management first reported a position in BND in Q4 2022 and has held it in 16 quarters since. The position peaked at $80.3M in Q4 2022. 78 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Great Waters Wealth Management held 332,202 shares of Vanguard Total Bond Market worth $23.3M as of Q3 2026.
  • Great Waters Wealth Management sold 60,828 Vanguard Total Bond Market shares in Q3 2026, an estimated $4.38M.
  • Vanguard Total Bond Market made up 2.1% of Great Waters Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Great Waters Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 16 quarters since.
  • Great Waters Wealth Management's Vanguard Total Bond Market position peaked at $80.3M in Q4 2022.
  • 78 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.