SAM
BND icon

S.A. Mason’s Vanguard Total Bond Market BND Stock Holding History

S.A. Mason’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 		$597K Sell
8,133
-70
-0.9% -$5.14K 0.18% 116
2026
Q1 		$604K Hold
8,203
– – 0.23% 105
2025
Q4 		$608K Buy
8,203
+332
+4% +$24.7K 0.24% 98
2025
Q3 		$585K Hold
7,871
– – 0.26% 90
2025
Q2 		$580K Sell
7,871
-3,322
-30% -$242K 0.28% 82
2025
Q1 		$822K Buy
11,193
+4,870
+77% +$353K 0.43% 61
2024
Q4 		$455K Sell
6,323
-1,435
-18% -$105K 0.24% 99
2024
Q3 		$583K Buy
7,758
+2,480
+47% +$184K 0.31% 82
2024
Q2 		$380K Buy
5,278
+20
+0.4% +$1.43K 0.22% 107
2024
Q1 		$382K Hold
5,258
– – 0.23% 107
2023
Q4 		$387K Buy
5,258
+60
+1% +$4.24K 0.26% 104
2023
Q3 		$363K Hold
5,198
– – 0.26% 105
2023
Q2 		$384K Hold
5,198
– – 0.28% 98
2023
Q1 		$384K Hold
5,198
– – 0.28% 98
2022
Q4 		$373K Sell
5,198
-1,500
-22% -$107K 0.28% 99
2022
Q3 		$478K Hold
6,698
– – 0.38% 75
2022
Q2 		$504K Sell
6,698
-2,626
-28% -$200K 0.37% 77
2022
Q1 		$742K Sell
9,324
-1,268
-12% -$104K 0.46% 58
2021
Q4 		$898K Hold
10,592
– – 0.54% 51
2021
Q3 		$905K Sell
10,592
-1,158
-10% -$100K 0.6% 41
2021
Q2 		$1.01M Hold
11,750
– – 0.69% 37
2021
Q1 		$995K Hold
11,750
– – 0.74% 36
2020
Q4 		$1.04M Buy
11,750
+2,000
+21% +$176K 0.86% 33
2020
Q3 		$860K Buy
9,750
+6,650
+215% +$590K 0.82% 34
2020
Q2 		$274K Hold
3,100
– – 0.29% 96
2020
Q1 		$265K Buy
3,100
+1,200
+63% +$102K 0.32% 89
2019
Q4 		$159K Buy
+1,900
New +$160K 0.15% 138

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

S.A. Mason's BND Position: Q2 2026 in Review

S.A. Mason reduced its Vanguard Total Bond Market (BND) stake by 0.85% in Q2 2026, selling an estimated $5.14K and leaving 8,133 shares worth $597K. The position accounts for 0.18% of the portfolio, ranked #116.

S.A. Mason first reported a position in BND in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.04M in Q4 2020. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • S.A. Mason held 8,133 shares of Vanguard Total Bond Market worth $597K as of Q2 2026.
  • S.A. Mason sold 70 Vanguard Total Bond Market shares in Q2 2026, an estimated $5.14K.
  • Vanguard Total Bond Market made up 0.18% of S.A. Mason's portfolio in Q2 2026, its #116 holding.
  • S.A. Mason first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 27 quarters since.
  • S.A. Mason's Vanguard Total Bond Market position peaked at $1.04M in Q4 2020.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.