Meritas Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Meritas Wealth 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	$9.64M	Buy	131,333 +18,622	+17%	+$1.37M	3.77%	9
2026 Q1	$8.3M	Buy	112,711 +22,885	+25%	+$1.7M	3.75%	9
2025 Q4	$6.65M	Buy	89,826 +8,397	+10%	+$625K	3.2%	10
2025 Q3	$6.06M	Buy	81,429 +16,023	+24%	+$1.18M	3%	10
2025 Q2	$4.82M	Buy	65,406 +4,993	+8%	+$363K	2.65%	12
2025 Q1	$4.44M	Buy	60,413 +18,160	+43%	+$1.32M	2.6%	11
2024 Q4	$3.04M	Buy	42,253 +10,208	+32%	+$746K	1.83%	12
2024 Q3	$2.41M	Buy	32,045 +8	+0%	+$592	1.49%	13
2024 Q2	$2.31M	Buy	32,037 +1,111	+4%	+$79.6K	1.63%	12
2024 Q1	$2.25M	Buy	30,926 +5,060	+20%	+$367K	1.56%	12
2023 Q4	$1.9M	Buy	25,866 +256	+1%	+$18.1K	1.43%	12
2023 Q3	$1.79M	Buy	25,610 +1,342	+6%	+$95.8K	1.37%	11
2023 Q2	$1.76M	Buy	24,268 +3,095	+15%	+$227K	1.32%	11
2023 Q1	$1.56M	Buy	21,173 +13,038	+160%	+$954K	1.23%	11
2022 Q4	$584K	Buy	+8,135	New	+$583K	0.48%	23

Other funds holding BND

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 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 Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Meritas Wealth Management's BND Position: Q2 2026 in Review

Meritas Wealth Management increased its Vanguard Total Bond Market (BND) stake by 17% in Q2 2026, buying an estimated $1.37M and bringing the position to 131,333 shares worth $9.64M. The position accounts for 3.77% of the portfolio, ranked #9.

Meritas Wealth Management first reported a position in BND in Q4 2022 and has held it in 15 quarters since. 920 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Meritas Wealth Management held 131,333 shares of Vanguard Total Bond Market worth $9.64M as of Q2 2026.
Meritas Wealth Management bought 18,622 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.37M.
Vanguard Total Bond Market made up 3.77% of Meritas Wealth Management's portfolio in Q2 2026, its #9 holding.
Meritas Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 15 quarters since.
920 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.