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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
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 $1.56T 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

Mosaic Family Wealth Partners's BND Position: Q1 2026 in Review

Mosaic Family Wealth Partners reduced its Vanguard Total Bond Market (BND) stake by 1.3% in Q1 2026, selling an estimated $198K and leaving 208,677 shares worth $15.4M. The position accounts for 1.57% of the portfolio, ranked #13.

Mosaic Family Wealth Partners first reported a position in BND in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.9M in Q3 2025. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Mosaic Family Wealth Partners held 208,677 shares of Vanguard Total Bond Market worth $15.4M as of Q1 2026.
  • Mosaic Family Wealth Partners sold 2,663 Vanguard Total Bond Market shares in Q1 2026, an estimated $198K.
  • Vanguard Total Bond Market made up 1.57% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #13 holding.
  • Mosaic Family Wealth Partners first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 14 quarters since.
  • Mosaic Family Wealth Partners's Vanguard Total Bond Market position peaked at $16.9M in Q3 2025.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.