Matthew Hamilton Rosenberg’s Vanguard Total Bond Market BND Stock Holding History

Matthew Hamilton Rosenberg’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	$3.6K	Hold	49	–	–	﹤0.01%	712
2026 Q1	$3.61K	Hold	49	–	–	﹤0.01%	700
2025 Q4	$3.63K	Hold	49	–	–	﹤0.01%	716
2025 Q3	$3.64K	Hold	49	–	–	﹤0.01%	723
2025 Q2	$3.61K	Sell	49 -11	-18%	-$800	﹤0.01%	747
2025 Q1	$4.41K	Hold	60	–	–	﹤0.01%	713
2024 Q4	$4.32K	Hold	60	–	–	﹤0.01%	705
2024 Q3	$4.51K	Hold	60	–	–	﹤0.01%	702
2024 Q2	$4.29K	Hold	60	–	–	﹤0.01%	675
2024 Q1	$4.32K	Hold	60	–	–	﹤0.01%	712
2023 Q4	$4.41K	Hold	60	–	–	﹤0.01%	714
2023 Q3	$4.19K	Hold	60	–	–	﹤0.01%	703
2023 Q2	$4.36K	Hold	60	–	–	﹤0.01%	697
2023 Q1	$4.43K	Hold	60	–	–	﹤0.01%	736
2022 Q4	$4.31K	Sell	60 -26	-30%	-$1.86K	﹤0.01%	730
2022 Q3	$6K	Hold	86	–	–	﹤0.01%	697
2022 Q2	$7K	Sell	86 -3,628	-98%	-$276K	﹤0.01%	673
2022 Q1	$295K	Buy	3,714 +60	+2%	+$4.9K	0.1%	119
2021 Q4	$310K	Hold	3,654	–	–	0.11%	114
2021 Q3	$312K	Buy	3,654 +26	+0.7%	+$2.25K	0.12%	104
2021 Q2	$312K	Hold	3,628	–	–	0.16%	72
2021 Q1	$307K	Hold	3,628	–	–	0.18%	66
2020 Q4	$320K	Hold	3,628	–	–	0.2%	57
2020 Q3	$320K	Hold	3,628	–	–	0.24%	53
2020 Q2	$320K	Hold	3,628	–	–	0.25%	46
2020 Q1	$310K	Buy	+3,628	New	+$308K	0.31%	42

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Matthew Hamilton Rosenberg's BND Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 49 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Matthew Hamilton Rosenberg first reported a position in BND in Q1 2020 and has held it in 26 quarters since. The position peaked at $320K in Q4 2020. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Matthew Hamilton Rosenberg held 49 shares of Vanguard Total Bond Market worth $3.6K as of Q2 2026.
Matthew Hamilton Rosenberg left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #712 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's Vanguard Total Bond Market position peaked at $320K in Q4 2020.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.