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Moneta Group Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Moneta Group Investment Advisors’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 		$3M Buy
40,762
+3,514
+9% +$261K 0.02% 220
2025
Q4 		$2.76M Buy
37,248
+760
+2% +$56.6K 0.02% 235
2025
Q3 		$2.71M Buy
36,488
+3,999
+12% +$294K 0.02% 234
2025
Q2 		$2.39M Sell
32,489
-7,496
-19% -$545K 0.03% 210
2025
Q1 		$2.94M Sell
39,985
-3,252
-8% -$236K 0.04% 168
2024
Q4 		$3.11M Buy
43,237
+17,937
+71% +$1.31M 0.04% 164
2024
Q3 		$1.9M Buy
25,300
+1,679
+7% +$124K 0.03% 202
2024
Q2 		$1.7M Sell
23,621
-4,335
-16% -$310K 0.03% 205
2024
Q1 		$2.03M Sell
27,956
-11,610
-29% -$843K 0.03% 188
2023
Q4 		$2.91M Sell
39,566
-6,714
-15% -$474K 0.06% 146
2023
Q3 		$3.23M Sell
46,280
-2,422
-5% -$173K 0.07% 133
2023
Q2 		$3.54M Buy
48,702
+391
+0.8% +$28.6K 0.08% 126
2023
Q1 		$3.57M Buy
48,311
+37,642
+353% +$2.75M 0.09% 123
2022
Q4 		$791K Buy
10,669
+1,809
+20% +$130K 0.02% 227
2022
Q3 		$632K Buy
8,860
+8,240
+1,329% +$617K 0.02% 243
2022
Q2 		$942K Sell
620
-15,183
-96% -$1.16M 0.03% 211
2022
Q1 		$1.26M Buy
15,803
+15,074
+2,068% +$1.23M 0.05% 176
2021
Q4 		$1.26M Sell
729
-14,309
-95% -$1.22M 0.05% 175
2021
Q3 		$1.28M Buy
15,038
+426
+3% +$36.8K 0.06% 167
2021
Q2 		$1.25M Buy
14,612
+1,557
+12% +$133K 0.06% 173
2021
Q1 		$1.11M Buy
13,055
+6,739
+107% +$581K 0.06% 167
2020
Q4 		$557K Buy
6,316
+2,655
+73% +$234K 0.04% 186
2020
Q3 		$323K Buy
+3,661
New +$325K 0.03% 215
2018
Q3 		– Sell
-324
Closed -$26K – 251
2018
Q2 		$26K Buy
+324
New +$25.6K ﹤0.01% 347
2017
Q1 		– Sell
-6,325
Closed -$511K – 160
2016
Q4 		$511K Buy
+6,325
New +$518K 0.1% 87

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

Moneta Group Investment Advisors's BND Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Total Bond Market (BND) stake by 9.4% in Q1 2026, buying an estimated $261K and bringing the position to 40,762 shares worth $3M. The position accounts for 0.02% of the portfolio, ranked #220.

Moneta Group Investment Advisors first reported a position in BND in Q4 2016 and has held it in 25 quarters since. The position peaked at $3.57M in Q1 2023. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Moneta Group Investment Advisors held 40,762 shares of Vanguard Total Bond Market worth $3M as of Q1 2026.
  • Moneta Group Investment Advisors bought 3,514 Vanguard Total Bond Market shares in Q1 2026, an estimated $261K.
  • Vanguard Total Bond Market made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #220 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2016 and has held it in 25 quarters since.
  • Moneta Group Investment Advisors's Vanguard Total Bond Market position peaked at $3.57M in Q1 2023.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.