MWA
BND icon

Motive Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Motive Wealth 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 		$5.3M Sell
72,136
-392
-0.5% -$28.8K 2.18% 12
2026
Q1 		$5.34M Sell
72,528
-14,087
-16% -$1.05M 2.51% 12
2025
Q4 		$6.42M Sell
86,615
-929
-1% -$69.1K 2.73% 14
2025
Q3 		$6.51M Buy
87,544
+3,904
+5% +$287K 2.81% 14
2025
Q2 		$6.16M Sell
83,640
-11,445
-12% -$832K 2.8% 14
2025
Q1 		$6.98M Buy
95,085
+6,845
+8% +$497K 3.74% 9
2024
Q4 		$6.35M Buy
88,240
+2,313
+3% +$169K 3.41% 11
2024
Q3 		$6.19M Hold
85,927
– – 3.72% 11
2024
Q2 		$6.19M Sell
85,927
-4,564
-5% -$327K 3.72% 11
2024
Q1 		$6.57M Buy
90,491
+26,503
+41% +$1.92M 3.98% 12
2023
Q4 		$4.71M Buy
63,988
+17,923
+39% +$1.27M 5.43% 6
2023
Q3 		$3.21M Buy
46,065
+3,570
+8% +$255K 3.53% 12
2023
Q2 		$3.09M Buy
42,495
+1,263
+3% +$92.5K 3.2% 13
2023
Q1 		$3.04M Sell
41,232
-19,149
-32% -$1.4M 3.33% 13
2022
Q4 		$4.34M Buy
60,381
+3,901
+7% +$279K 3.32% 13
2022
Q3 		$4.03M Sell
56,480
-1,532
-3% -$115K 3.26% 14
2022
Q2 		$4.37M Sell
58,012
-4,974
-8% -$379K 3.44% 12
2022
Q1 		$5.01M Buy
62,986
+20,635
+49% +$1.69M 3.43% 9
2021
Q4 		$3.59M Buy
42,351
+364
+0.9% +$31K 2.16% 13
2021
Q3 		$3.59M Buy
41,987
+3,397
+9% +$293K 2.42% 13
2021
Q2 		$3.31M Buy
+38,590
New +$3.29M 2.37% 13

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Motive Wealth Advisors's BND Position: Q2 2026 in Review

Motive Wealth Advisors reduced its Vanguard Total Bond Market (BND) stake by 0.54% in Q2 2026, selling an estimated $28.8K and leaving 72,136 shares worth $5.3M. The position accounts for 2.18% of the portfolio, ranked #12.

Motive Wealth Advisors first reported a position in BND in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.98M in Q1 2025. 445 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Motive Wealth Advisors held 72,136 shares of Vanguard Total Bond Market worth $5.3M as of Q2 2026.
  • Motive Wealth Advisors sold 392 Vanguard Total Bond Market shares in Q2 2026, an estimated $28.8K.
  • Vanguard Total Bond Market made up 2.18% of Motive Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Motive Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 21 quarters since.
  • Motive Wealth Advisors's Vanguard Total Bond Market position peaked at $6.98M in Q1 2025.
  • 445 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.