LGWM
BND icon

Litman Gregory Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Litman Gregory 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
2025
Q4 		$21.2M Buy
285,989
+41,419
+17% +$3.08M 1.55% 13
2025
Q3 		$18.2M Buy
244,570
+7,918
+3% +$583K 1.35% 17
2025
Q2 		$17.4M Buy
236,652
+33,107
+16% +$2.41M 1.37% 17
2025
Q1 		$15M Sell
203,545
-7,698
-4% -$559K 1.28% 21
2024
Q4 		$15.2M Sell
211,243
-94,203
-31% -$6.89M 1.32% 20
2024
Q3 		$22.9M Buy
305,446
+5,510
+2% +$408K 1.92% 13
2024
Q2 		$21.6M Buy
299,936
+3,283
+1% +$235K 1.92% 13
2024
Q1 		$21.5M Sell
296,653
-6,869
-2% -$498K 1.95% 13
2023
Q4 		$22.3M Buy
303,522
+46,746
+18% +$3.3M 2.12% 12
2023
Q3 		$17.9M Buy
256,776
+85,759
+50% +$6.12M 1.85% 13
2023
Q2 		$12.4M Buy
+171,017
New +$12.5M 1.55% 16
2023
Q1 		– Sell
-153,202
Closed -$11M – 42
2022
Q4 		$11M Buy
153,202
+37,323
+32% +$2.67M 1.54% 16
2022
Q3 		$8.27M Sell
115,879
-216,624
-65% -$16.2M 1.32% 15
2022
Q2 		$25M Buy
332,503
+195,846
+143% +$14.9M 3.68% 8
2022
Q1 		$10.9M Buy
136,657
+52,462
+62% +$4.29M 1.59% 12
2021
Q4 		$7.14M Sell
84,195
-25,702
-23% -$2.19M 1.21% 17
2021
Q3 		$9.39M Buy
109,897
+102,200
+1,328% +$8.82M 1.77% 12
2021
Q2 		$7.7M Sell
7,697
-85,852
-92% -$7.32M 1.44% 15
2021
Q1 		$7.92M Sell
93,549
-5,673
-6% -$489K 1.55% 12
2020
Q4 		$8.75M Sell
99,222
-28,950
-23% -$2.55M 1.61% 11
2020
Q3 		$11.3M Buy
128,172
+45
+0% +$3.99K 2.34% 10
2020
Q2 		$11.3M Buy
128,127
+9,547
+8% +$835K 2.5% 10
2020
Q1 		$10.1M Buy
118,580
+11,132
+10% +$946K 2.55% 10
2019
Q4 		$9.01M Buy
107,448
+15,996
+17% +$1.34M 2.01% 12
2019
Q3 		$7.72M Buy
91,452
+77,285
+546% +$6.48M 1.89% 12
2019
Q2 		$1.18M Sell
14,167
-2,441
-15% -$199K 0.31% 29
2019
Q1 		$1.35M Buy
16,608
+2,540
+18% +$203K 0.37% 29
2018
Q4 		$1.11M Buy
14,068
+6,504
+86% +$508K 0.34% 30
2018
Q3 		$595K Sell
7,564
-1,696
-18% -$134K 0.2% 33
2018
Q2 		$733K Sell
9,260
-1,187
-11% -$93.8K 0.29% 25
2018
Q1 		$835K Buy
10,447
+2,268
+28% +$182K 0.34% 23
2017
Q4 		$667K Buy
8,179
+1,534
+23% +$125K 0.2% 22
2017
Q3 		$545K Sell
6,645
-179
-3% -$14.7K 0.27% 23
2017
Q2 		$558K Buy
6,824
+202
+3% +$16.5K 0.32% 19
2017
Q1 		$537K Sell
6,622
-2,620
-28% -$212K 0.33% 20
2016
Q4 		$747K Buy
9,242
+2,780
+43% +$228K 0.5% 18
2016
Q3 		$544K Sell
6,462
-127
-2% -$10.7K 0.4% 18
2016
Q2 		$555K Buy
6,589
+285
+5% +$23.7K 0.44% 16
2016
Q1 		$522K Buy
6,304
+25
+0.4% +$2.04K 0.41% 17
2015
Q4 		$507K Buy
+6,279
New +$511K 0.37% 20
2014
Q3 		$26.6M Buy
324,288
+323,543
+43,429% +$26.5M 35.73% 1
2014
Q2 		$61K Hold
745
– – 0.11% 14
2014
Q1 		$60K Hold
745
– – 0.07% 16
2013
Q4 		$60K Buy
+745
New +$60.2K 0.07% 17

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Litman Gregory Wealth Management's BND Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its Vanguard Total Bond Market (BND) stake by 17% in Q4 2025, buying an estimated $3.08M and bringing the position to 285,989 shares worth $21.2M. The position accounts for 1.55% of the portfolio, ranked #13.

Litman Gregory Wealth Management first reported a position in BND in Q4 2013 and has held it in 44 quarters since. The position peaked at $26.6M in Q3 2014. 1,793 funds tracked by Wall St. Rank hold BND as of Q4 2025.

  • Litman Gregory Wealth Management held 285,989 shares of Vanguard Total Bond Market worth $21.2M as of Q4 2025.
  • Litman Gregory Wealth Management bought 41,419 Vanguard Total Bond Market shares in Q4 2025, an estimated $3.08M.
  • Vanguard Total Bond Market made up 1.55% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #13 holding.
  • Litman Gregory Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2013 and has held it in 44 quarters since.
  • Litman Gregory Wealth Management's Vanguard Total Bond Market position peaked at $26.6M in Q3 2014.
  • 1,793 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.