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

Obermeyer 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 		$425K Sell
5,784
-46
-0.8% -$3.38K 0.02% 192
2026
Q1 		$429K Hold
5,830
– – 0.02% 189
2025
Q4 		$432K Buy
5,830
+988
+20% +$73.5K 0.02% 192
2025
Q3 		$360K Buy
+4,842
New +$357K 0.02% 207
2025
Q1 		– Sell
-3,082
Closed -$222K – 265
2024
Q4 		$222K Sell
3,082
-100
-3% -$7.31K 0.01% 238
2024
Q3 		$239K Buy
3,182
+35
+1% +$2.59K 0.01% 224
2024
Q2 		$227K Sell
3,147
-707
-18% -$50.6K 0.01% 221
2024
Q1 		$280K Hold
3,854
– – 0.02% 200
2023
Q4 		$283K Sell
3,854
-464
-11% -$32.8K 0.02% 178
2023
Q3 		$301K Buy
4,318
+497
+13% +$35.5K 0.02% 159
2023
Q2 		$278K Sell
3,821
-1,298
-25% -$95.1K 0.02% 169
2023
Q1 		$378K Buy
5,119
+2,312
+82% +$169K 0.03% 135
2022
Q4 		$202K Buy
+2,807
New +$201K 0.02% 214
2022
Q3 		– Sell
-2,680
Closed -$202K – 218
2022
Q2 		$202K Hold
2,680
– – 0.01% 194
2022
Q1 		$213K Hold
2,680
– – 0.01% 215
2021
Q4 		$227K Buy
2,680
+31
+1% +$2.64K 0.01% 209
2021
Q3 		$226K Hold
2,649
– – 0.01% 197
2021
Q2 		$228K Hold
2,649
– – 0.01% 194
2021
Q1 		$224K Hold
2,649
– – 0.01% 184
2020
Q4 		$234K Buy
+2,649
New +$233K 0.02% 138
2013
Q3 		– Sell
-1
Closed – – 81
2013
Q2 		$0 Buy
+1
New +$83 ﹤0.01% 361

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

Obermeyer Wealth Partners's BND Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Vanguard Total Bond Market (BND) stake by 0.79% in Q2 2026, selling an estimated $3.38K and leaving 5,784 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #192.

Obermeyer Wealth Partners first reported a position in BND in Q2 2013 and has held it in 21 quarters since. The position peaked at $432K in Q4 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Obermeyer Wealth Partners held 5,784 shares of Vanguard Total Bond Market worth $425K as of Q2 2026.
  • Obermeyer Wealth Partners sold 46 Vanguard Total Bond Market shares in Q2 2026, an estimated $3.38K.
  • Vanguard Total Bond Market made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #192 holding.
  • Obermeyer Wealth Partners first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 21 quarters since.
  • Obermeyer Wealth Partners's Vanguard Total Bond Market position peaked at $432K in Q4 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.