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McMorgan & Co’s Vanguard Total Bond Market BND Stock Holding History

McMorgan & Co’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 		$144M Sell
1,955,898
-39,335
-2% -$2.89M 21.62% 1
2026
Q1 		$147M Buy
1,995,233
+28,856
+1% +$2.14M 23.77% 1
2025
Q4 		$146M Buy
1,966,377
+40,449
+2% +$3.01M 24.13% 1
2025
Q3 		$143M Buy
1,925,928
+60,468
+3% +$4.45M 22.05% 1
2025
Q2 		$137M Buy
1,865,460
+10,067
+0.5% +$732K 20.25% 1
2025
Q1 		$136M Buy
1,855,393
+20,562
+1% +$1.49M 21.81% 1
2024
Q4 		$132M Buy
1,834,831
+44,648
+2% +$3.26M 20.41% 1
2024
Q3 		$134M Sell
1,790,183
-22,224
-1% -$1.64M 20.71% 1
2024
Q2 		$131M Buy
1,812,407
+87,391
+5% +$6.26M 20.72% 1
2024
Q1 		$125M Buy
1,725,016
+16,500
+1% +$1.2M 21.53% 1
2023
Q4 		$126M Buy
1,708,516
+41,727
+3% +$2.95M 20.85% 1
2023
Q3 		$116M Buy
1,666,789
+47,907
+3% +$3.42M 21.5% 1
2023
Q2 		$118M Buy
1,618,882
+42,742
+3% +$3.13M 22.13% 1
2023
Q1 		$116M Buy
1,576,140
+13,427
+0.9% +$982K 23.95% 1
2022
Q4 		$112M Buy
1,562,713
+50,598
+3% +$3.62M 24.08% 1
2022
Q3 		$108M Buy
1,512,115
+19,353
+1% +$1.45M 25.51% 1
2022
Q2 		$112M Buy
1,492,762
+12,087
+0.8% +$920K 25.17% 1
2022
Q1 		$118M Sell
1,480,675
-20,103
-1% -$1.64M 25.53% 1
2021
Q4 		$127M Buy
1,500,778
+29,540
+2% +$2.52M 22.4% 1
2021
Q3 		$126M Buy
+1,471,238
New +$127M 25.21% 1

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

McMorgan & Co's BND Position: Q2 2026 in Review

McMorgan & Co reduced its Vanguard Total Bond Market (BND) stake by 2% in Q2 2026, selling an estimated $2.89M and leaving 1,955,898 shares worth $144M. The position accounts for 21.62% of the portfolio, ranked #1.

McMorgan & Co first reported a position in BND in Q3 2021 and has held it in 20 quarters since. The position peaked at $147M in Q1 2026. 1,817 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • McMorgan & Co held 1,955,898 shares of Vanguard Total Bond Market worth $144M as of Q2 2026.
  • McMorgan & Co sold 39,335 Vanguard Total Bond Market shares in Q2 2026, an estimated $2.89M.
  • Vanguard Total Bond Market made up 21.62% of McMorgan & Co's portfolio in Q2 2026, its #1 holding.
  • McMorgan & Co first reported a position in Vanguard Total Bond Market in Q3 2021 and has held it in 20 quarters since.
  • McMorgan & Co's Vanguard Total Bond Market position peaked at $147M in Q1 2026.
  • 1,817 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on McMorgan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.