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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
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 		$9.87M 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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group's BND Position: Q1 2026 in Review

Mather Group reduced its Vanguard Total Bond Market (BND) stake by 1.3% in Q1 2026, selling an estimated $209K and leaving 206,246 shares worth $15.2M. The position accounts for 0.15% of the portfolio, ranked #70.

Mather Group first reported a position in BND in Q4 2019 and has held it in 26 quarters since. The position peaked at $16.4M in Q1 2025. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Mather Group held 206,246 shares of Vanguard Total Bond Market worth $15.2M as of Q1 2026.
  • Mather Group sold 2,815 Vanguard Total Bond Market shares in Q1 2026, an estimated $209K.
  • Vanguard Total Bond Market made up 0.15% of Mather Group's portfolio in Q1 2026, its #70 holding.
  • Mather Group first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 26 quarters since.
  • Mather Group's Vanguard Total Bond Market position peaked at $16.4M in Q1 2025.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.