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Marotta Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Marotta Asset 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 		$2.99M Buy
40,993
+4,377
+12% +$321K 0.5% 43
2026
Q1 		$2.69M Buy
36,616
+2,433
+7% +$180K 0.5% 42
2025
Q4 		$2.53M Buy
34,183
+6,252
+22% +$465K 0.47% 43
2025
Q3 		$2.08M Buy
27,931
+1,621
+6% +$119K 0.39% 46
2025
Q2 		$1.94M Buy
26,310
+2,494
+10% +$181K 0.39% 47
2025
Q1 		$1.79M Sell
23,816
-768
-3% -$55.7K 0.35% 50
2024
Q4 		$1.77M Buy
24,584
+768
+3% +$56.1K 0.37% 49
2024
Q3 		$1.79M Sell
23,816
-3,223
-12% -$239K 0.35% 50
2024
Q2 		$1.93M Buy
27,039
+2,801
+12% +$201K 0.4% 48
2024
Q1 		$1.76M Buy
24,238
+3,185
+15% +$231K 0.36% 47
2023
Q4 		$1.55M Sell
21,053
-15
-0.1% -$1.06K 0.33% 49
2023
Q3 		$1.47M Buy
21,068
+1,741
+9% +$124K 0.34% 43
2023
Q2 		$1.4M Buy
+19,327
New +$1.42M 0.31% 44
2022
Q4 		$1.31M Buy
18,246
+12,318
+208% +$882K 0.32% 42
2022
Q3 		$423K Sell
5,928
-1,248
-17% -$93.4K 0.11% 70
2022
Q2 		$543K Buy
+7,176
New +$546K 0.13% 65
2021
Q2 		– Sell
-3,090
Closed -$262K – 102
2021
Q1 		$262K Buy
3,090
+692
+29% +$59.7K 0.07% 83
2020
Q4 		$211K Buy
+2,398
New +$211K 0.06% 80
2020
Q1 		– Sell
-2,453
Closed -$209K – 82
2019
Q4 		$209K Buy
+2,453
New +$206K 0.06% 83

Other funds holding BND

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Marotta Asset Management's BND Position: Q2 2026 in Review

Marotta Asset Management increased its Vanguard Total Bond Market (BND) stake by 12% in Q2 2026, buying an estimated $321K and bringing the position to 40,993 shares worth $2.99M. The position accounts for 0.5% of the portfolio, ranked #43.

Marotta Asset Management first reported a position in BND in Q4 2019 and has held it in 19 quarters since. 974 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Marotta Asset Management held 40,993 shares of Vanguard Total Bond Market worth $2.99M as of Q2 2026.
  • Marotta Asset Management bought 4,377 Vanguard Total Bond Market shares in Q2 2026, an estimated $321K.
  • Vanguard Total Bond Market made up 0.5% of Marotta Asset Management's portfolio in Q2 2026, its #43 holding.
  • Marotta Asset Management first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 19 quarters since.
  • 974 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.