Morton Brown Family Wealth’s Vanguard Total Bond Market BND Stock Holding History

Morton Brown Family Wealth’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	$367	Hold	5	–	–	﹤0.01%	403
2026 Q1	$368	Sell	5 -4	-44%	-$297	﹤0.01%	280
2025 Q4	$667	Hold	9	–	–	﹤0.01%	279
2025 Q3	$669	Hold	9	–	–	﹤0.01%	250
2025 Q2	$663	Hold	9	–	–	﹤0.01%	291
2025 Q1	$661	Hold	9	–	–	﹤0.01%	296
2024 Q4	$647	Buy	9 +3	+50%	+$219	﹤0.01%	255
2024 Q3	$451	Sell	6 -5,700	-100%	-$422K	﹤0.01%	253
2024 Q2	$416K	Buy	5,706 +5,700	+95,000%	+$408K	0.16%	35
2024 Q1	$436	Sell	6 -745	-99%	-$54.1K	﹤0.01%	206
2023 Q4	$55.2K	Buy	751 +669	+816%	+$47.2K	0.02%	95
2023 Q3	$5.72K	Hold	82	–	–	﹤0.01%	146
2023 Q2	$5.96K	Hold	82	–	–	﹤0.01%	139
2023 Q1	$6.05K	Hold	82	–	–	﹤0.01%	154
2022 Q4	$5.89K	Hold	82	–	–	﹤0.01%	131
2022 Q3	$6K	Hold	82	–	–	﹤0.01%	134
2022 Q2	$6K	Hold	82	–	–	﹤0.01%	133
2022 Q1	$7K	Hold	82	–	–	0.01%	112
2021 Q4	$7K	Buy	+82	New	+$6.98K	0.01%	129

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

Morton Brown Family Wealth's BND Position: Q2 2026 in Review

Morton Brown Family Wealth held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 5 shares worth $367. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Morton Brown Family Wealth first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $416K in Q2 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Morton Brown Family Wealth held 5 shares of Vanguard Total Bond Market worth $367 as of Q2 2026.
Morton Brown Family Wealth left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #403 holding.
Morton Brown Family Wealth first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's Vanguard Total Bond Market position peaked at $416K in Q2 2024.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.