Mather Group
BND icon

Mather Group’s Vanguard Total Bond Market BND Stock Holding History

Mather Group’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 		$16.1M Buy
229,996
+23,130
+11% +$1.67M 0.14% 76
2026
Q2 		$15.2M Buy
206,866
+620
+0.3% +$45.5K 0.13% 79
2026
Q1 		$15.2M Sell
206,246
-2,815
-1% -$209K 0.15% 70
2025
Q4 		$15.5M Sell
209,061
-2,991
-1% -$223K 0.16% 65
2025
Q3 		$15.8M Sell
212,052
-497
-0.2% -$36.6K 0.16% 63
2025
Q2 		$15.6M Sell
212,549
-11,170
-5% -$812K 0.17% 58
2025
Q1 		$16.4M Buy
223,719
+14,847
+7% +$1.08M 0.19% 53
2024
Q4 		$15M Buy
208,872
+12,951
+7% +$947K 0.19% 56
2024
Q3 		$14.7M Buy
195,921
+10,557
+6% +$781K 0.19% 61
2024
Q2 		$13.5M Buy
185,364
+17,947
+11% +$1.29M 0.17% 70
2024
Q1 		$12.3M Sell
167,417
-2,083
-1% -$151K 0.19% 56
2023
Q4 		$12.5M Buy
169,500
+63,018
+59% +$4.45M 0.2% 57
2023
Q3 		$7.43M Buy
106,482
+51,331
+93% +$3.66M 0.13% 71
2023
Q2 		$4.01M Buy
55,151
+13,835
+33% +$1.01M 0.06% 109
2023
Q1 		$3.05M Buy
41,316
+1,102
+3% +$80.6K 0.05% 115
2022
Q4 		$2.89M Sell
40,214
-98,159
-71% -$7.03M 0.06% 111
2022
Q3 		$9.9M Sell
138,373
-43,876
-24% -$3.28M 0.21% 54
2022
Q2 		$13.7M Buy
182,249
+99,451
+120% +$7.57M 0.31% 34
2022
Q1 		$6.59M Buy
82,798
+27,397
+49% +$2.24M 0.13% 65
2021
Q4 		$4.7M Buy
55,401
+2,983
+6% +$254K 0.09% 72
2021
Q3 		$4.48M Buy
52,418
+1,891
+4% +$163K 0.11% 59
2021
Q2 		$4.34M Buy
50,527
+13,621
+37% +$1.16M 0.11% 54
2021
Q1 		$3.13M Buy
36,906
+2,722
+8% +$235K 0.09% 58
2020
Q4 		$3.02M Buy
34,184
+22,625
+196% +$1.99M 0.1% 54
2020
Q3 		$1.02M Buy
11,559
+3,370
+41% +$299K 0.04% 92
2020
Q2 		$723K Buy
8,189
+2,210
+37% +$193K 0.03% 109
2020
Q1 		$510K Buy
5,979
+3,475
+139% +$295K 0.04% 83
2019
Q4 		$210K Buy
+2,504
New +$211K 0.01% 164

Other funds holding BND

Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Mather Group's BND Position: Q3 2026 in Review

Mather Group increased its Vanguard Total Bond Market (BND) stake by 11% in Q3 2026, buying an estimated $1.67M and bringing the position to 229,996 shares worth $16.1M. The position accounts for 0.14% of the portfolio, ranked #76.

Mather Group first reported a position in BND in Q4 2019 and has held it in 28 quarters since. The position peaked at $16.4M in Q1 2025. 467 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Mather Group held 229,996 shares of Vanguard Total Bond Market worth $16.1M as of Q3 2026.
  • Mather Group bought 23,130 Vanguard Total Bond Market shares in Q3 2026, an estimated $1.67M.
  • Vanguard Total Bond Market made up 0.14% of Mather Group's portfolio in Q3 2026, its #76 holding.
  • Mather Group first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 28 quarters since.
  • Mather Group's Vanguard Total Bond Market position peaked at $16.4M in Q1 2025.
  • 467 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.