MGIA
BND icon

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
Q2 		$2.66M Sell
36,255
-4,507
-11% -$331K 0.02% 268
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 $1.81T 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

Moneta Group Investment Advisors's BND Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard Total Bond Market (BND) stake by 11% in Q2 2026, selling an estimated $331K and leaving 36,255 shares worth $2.66M. The position accounts for 0.02% of the portfolio, ranked #268.

Moneta Group Investment Advisors first reported a position in BND in Q4 2016 and has held it in 26 quarters since. The position peaked at $3.57M in Q1 2023. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Moneta Group Investment Advisors held 36,255 shares of Vanguard Total Bond Market worth $2.66M as of Q2 2026.
  • Moneta Group Investment Advisors sold 4,507 Vanguard Total Bond Market shares in Q2 2026, an estimated $331K.
  • Vanguard Total Bond Market made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #268 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2016 and has held it in 26 quarters since.
  • Moneta Group Investment Advisors's Vanguard Total Bond Market position peaked at $3.57M in Q1 2023.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.