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Topel & Distasi Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Topel & Distasi Wealth Management’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 		$718K Buy
9,775
+934
+11% +$68.5K 0.35% 39
2026
Q1 		$651K Sell
8,841
-185
-2% -$13.7K 0.34% 40
2025
Q4 		$669K Buy
9,026
+420
+5% +$31.3K 0.33% 42
2025
Q3 		$640K Buy
8,606
+416
+5% +$30.6K 0.32% 44
2025
Q2 		$603K Sell
8,190
-4,934
-38% -$359K 0.32% 44
2025
Q1 		$964K Sell
13,124
-790
-6% -$57.3K 0.45% 44
2024
Q4 		$1M Buy
13,914
+858
+7% +$62.7K 0.43% 48
2024
Q3 		$981K Buy
13,056
+215
+2% +$15.9K 0.41% 50
2024
Q2 		$925K Buy
12,841
+454
+4% +$32.5K 0.41% 49
2024
Q1 		$900K Buy
12,387
+12
+0.1% +$871 0.4% 50
2023
Q4 		$910K Buy
12,375
+2,269
+22% +$160K 0.43% 47
2023
Q3 		$705K Buy
10,106
+365
+4% +$26.1K 0.37% 49
2023
Q2 		$708K Buy
9,741
+65
+0.7% +$4.76K 0.36% 49
2023
Q1 		$714K Buy
9,676
+271
+3% +$19.8K 0.37% 49
2022
Q4 		$676K Buy
9,405
+79
+0.8% +$5.66K 0.38% 46
2022
Q3 		$665K Buy
9,326
+119
+1% +$8.9K 0.37% 51
2022
Q2 		$693K Sell
9,207
-787
-8% -$59.9K 0.4% 49
2022
Q1 		$795K Buy
9,994
+199
+2% +$16.3K 0.33% 56
2021
Q4 		$830K Buy
+9,795
New +$834K 0.34% 57

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

Topel & Distasi Wealth Management's BND Position: Q2 2026 in Review

Topel & Distasi Wealth Management increased its Vanguard Total Bond Market (BND) stake by 11% in Q2 2026, buying an estimated $68.5K and bringing the position to 9,775 shares worth $718K. The position accounts for 0.35% of the portfolio, ranked #39.

Topel & Distasi Wealth Management first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $1M in Q4 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Topel & Distasi Wealth Management held 9,775 shares of Vanguard Total Bond Market worth $718K as of Q2 2026.
  • Topel & Distasi Wealth Management bought 934 Vanguard Total Bond Market shares in Q2 2026, an estimated $68.5K.
  • Vanguard Total Bond Market made up 0.35% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Topel & Distasi Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • Topel & Distasi Wealth Management's Vanguard Total Bond Market position peaked at $1M in Q4 2024.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.