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Mosaic Family Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Mosaic Family Wealth Partners’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 		$15.7M Buy
214,231
+5,554
+3% +$408K 1.05% 15
2026
Q1 		$15.4M Sell
208,677
-2,663
-1% -$198K 1.57% 13
2025
Q4 		$15.7M Sell
211,340
-15,779
-7% -$1.17M 1.72% 13
2025
Q3 		$16.9M Buy
227,119
+9,425
+4% +$694K 1.98% 12
2025
Q2 		$16M Buy
217,694
+8,378
+4% +$609K 2.04% 11
2025
Q1 		$15.4M Buy
209,316
+12,089
+6% +$877K 2.18% 12
2024
Q4 		$14.2M Buy
197,227
+6,972
+4% +$510K 2.05% 12
2024
Q3 		$14.3M Buy
190,255
+12,854
+7% +$951K 2.12% 13
2024
Q2 		$12.8M Buy
177,401
+8,107
+5% +$581K 2.06% 14
2024
Q1 		$12.3M Buy
169,294
+27,253
+19% +$1.98M 2.02% 14
2023
Q4 		$10.4M Buy
142,041
+483
+0.3% +$34.1K 1.8% 16
2023
Q3 		$9.88M Buy
141,558
+4,373
+3% +$312K 1.98% 14
2023
Q2 		$9.97M Sell
137,185
-1,930
-1% -$141K 1.96% 14
2023
Q1 		$10.3M Buy
139,115
+10,669
+8% +$781K 2.15% 12
2022
Q4 		$9.23M Buy
+128,446
New +$9.2M 2.6% 8

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 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mosaic Family Wealth Partners's BND Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Total Bond Market (BND) stake by 2.7% in Q2 2026, buying an estimated $408K and bringing the position to 214,231 shares worth $15.7M. The position accounts for 1.05% of the portfolio, ranked #15.

Mosaic Family Wealth Partners first reported a position in BND in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.9M in Q3 2025. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Mosaic Family Wealth Partners held 214,231 shares of Vanguard Total Bond Market worth $15.7M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 5,554 Vanguard Total Bond Market shares in Q2 2026, an estimated $408K.
  • Vanguard Total Bond Market made up 1.05% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #15 holding.
  • Mosaic Family Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 15 quarters since.
  • Mosaic Family Wealth Partners's Vanguard Total Bond Market position peaked at $16.9M in Q3 2025.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.