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Cahill Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History

Cahill Financial 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
Q1 		$35.2M Sell
477,762
-123,460
-21% -$9.16M 3.81% 6
2025
Q4 		$33.8M Buy
601,222
+185,800
+45% +$13.8M 3.7% 6
2025
Q3 		$30.9M Buy
415,422
+3,798
+0.9% +$280K 3.52% 6
2025
Q2 		$30.3M Buy
411,624
+19,356
+5% +$1.41M 3.76% 5
2025
Q1 		$28.8M Buy
392,268
+53,618
+16% +$3.89M 3.92% 4
2024
Q4 		$24.4M Buy
338,650
+20,593
+6% +$1.51M 3.3% 6
2024
Q3 		$23.9M Buy
318,057
+19,699
+7% +$1.46M 3.27% 6
2024
Q2 		$21.5M Buy
298,358
+6,000
+2% +$430K 2.94% 7
2024
Q1 		$21.2M Buy
292,358
+41,851
+17% +$3.04M 2.9% 6
2023
Q4 		$18.4M Buy
250,507
+6,854
+3% +$484K 2.73% 8
2023
Q3 		$17M Buy
243,653
+6,386
+3% +$456K 2.82% 8
2023
Q2 		$17.2M Sell
237,267
-8,656
-4% -$634K 2.79% 8
2023
Q1 		$18.2M Buy
245,923
+12,503
+5% +$915K 3.22% 3
2022
Q4 		$16.8M Buy
233,420
+27,905
+14% +$2M 3.22% 5
2022
Q3 		$14.7M Sell
205,515
-3,227
-2% -$241K 3.09% 6
2022
Q2 		$15.7M Buy
208,742
+25,514
+14% +$1.94M 3.34% 6
2022
Q1 		$14.6M Sell
183,228
-3,593
-2% -$294K 2.74% 7
2021
Q4 		$15.8M Buy
186,821
+39,435
+27% +$3.36M 3.06% 6
2021
Q3 		$12.6M Buy
147,386
+5,333
+4% +$460K 2.58% 8
2021
Q2 		$12.2M Buy
142,053
+4,614
+3% +$394K 2.74% 9
2021
Q1 		$11.6M Sell
137,439
-2,405
-2% -$207K 2.84% 9
2020
Q4 		$12.3M Buy
139,844
+83,125
+147% +$7.31M 3.11% 8
2020
Q3 		$5M Buy
56,719
+11,560
+26% +$1.02M 1.8% 10
2020
Q2 		$3.99M Buy
+45,159
New +$3.95M 1.54% 15
2017
Q4 		– Sell
-4,192
Closed -$344K – 138
2017
Q3 		$344K Sell
4,192
-666
-14% -$54.6K 0.18% 109
2017
Q2 		$398K Buy
4,858
+1,200
+33% +$98K 0.22% 100
2017
Q1 		$297K Buy
3,658
+227
+7% +$18.4K 0.17% 104
2016
Q4 		$278K Buy
+3,431
New +$281K 0.17% 105
2014
Q4 		– Sell
-4,170
Closed -$342K – 104
2014
Q3 		$342K Buy
+4,170
New +$342K 0.27% 80

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

Cahill Financial Advisors's BND Position: Q1 2026 in Review

Cahill Financial Advisors reduced its Vanguard Total Bond Market (BND) stake by 21% in Q1 2026, selling an estimated $9.16M and leaving 477,762 shares worth $35.2M. The position accounts for 3.81% of the portfolio, ranked #6.

Cahill Financial Advisors first reported a position in BND in Q3 2014 and has held it in 29 quarters since. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Cahill Financial Advisors held 477,762 shares of Vanguard Total Bond Market worth $35.2M as of Q1 2026.
  • Cahill Financial Advisors sold 123,460 Vanguard Total Bond Market shares in Q1 2026, an estimated $9.16M.
  • Vanguard Total Bond Market made up 3.81% of Cahill Financial Advisors's portfolio in Q1 2026, its #6 holding.
  • Cahill Financial Advisors first reported a position in Vanguard Total Bond Market in Q3 2014 and has held it in 29 quarters since.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.