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

Luminvest 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 Q1	$25.6M	Buy	347,721 +31,850	+10%	+$2.36M	6.7%	5
2025 Q4	$23.4M	Buy	315,871 +51,517	+19%	+$3.83M	6.49%	5
2025 Q3	$19.7M	Buy	264,354 +38,488	+17%	+$2.83M	6.41%	5
2025 Q2	$16.6M	Buy	225,866 +9,820	+5%	+$714K	5.95%	6
2025 Q1	$15.9M	Buy	216,046 +5,971	+3%	+$433K	6.54%	6
2024 Q4	$14.9M	Buy	210,075 +14,548	+7%	+$1.06M	6.03%	6
2024 Q3	$14.6M	Buy	195,527 +29,097	+17%	+$2.15M	6.07%	6
2024 Q2	$12.2M	Buy	166,430 +60,656	+57%	+$4.34M	5.72%	6
2024 Q1	$7.82M	Buy	105,774 +8,738	+9%	+$634K	4.92%	6
2023 Q4	$7.16M	Buy	+97,036	New	+$6.85M	4.69%	6

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Luminvest Wealth Management's BND Position: Q1 2026 in Review

Luminvest Wealth Management increased its Vanguard Total Bond Market (BND) stake by 10% in Q1 2026, buying an estimated $2.36M and bringing the position to 347,721 shares worth $25.6M. The position accounts for 6.7% of the portfolio, ranked #5.

Luminvest Wealth Management first reported a position in BND in Q4 2023 and has held it in 10 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Luminvest Wealth Management held 347,721 shares of Vanguard Total Bond Market worth $25.6M as of Q1 2026.
Luminvest Wealth Management bought 31,850 Vanguard Total Bond Market shares in Q1 2026, an estimated $2.36M.
Vanguard Total Bond Market made up 6.7% of Luminvest Wealth Management's portfolio in Q1 2026, its #5 holding.
Luminvest Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.