LWM
BND icon

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
Q2 		$27.8M Buy
378,971
+31,250
+9% +$2.29M 6.46% 4
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
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

Luminvest Wealth Management's BND Position: Q2 2026 in Review

Luminvest Wealth Management increased its Vanguard Total Bond Market (BND) stake by 9% in Q2 2026, buying an estimated $2.29M and bringing the position to 378,971 shares worth $27.8M. The position accounts for 6.46% of the portfolio, ranked #4.

Luminvest Wealth Management first reported a position in BND in Q4 2023 and has held it in 11 quarters since. 1,823 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Luminvest Wealth Management held 378,971 shares of Vanguard Total Bond Market worth $27.8M as of Q2 2026.
  • Luminvest Wealth Management bought 31,250 Vanguard Total Bond Market shares in Q2 2026, an estimated $2.29M.
  • Vanguard Total Bond Market made up 6.46% of Luminvest Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Luminvest Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • 1,823 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.