Caldwell Sutter Capital’s Vanguard Total Bond Market BND Stock Holding History

Caldwell Sutter Capital’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	$14.6K	Sell	199 -100	-33%	-$7.34K	0.01%	571
2026 Q1	$22K	Hold	299	–	–	0.01%	470
2025 Q4	$22.1K	Hold	299	–	–	0.01%	462
2025 Q3	$22.2K	Hold	299	–	–	0.01%	460
2025 Q2	$22K	Hold	299	–	–	0.01%	448
2025 Q1	$22K	Hold	299	–	–	0.01%	451
2024 Q4	$21.5K	Hold	299	–	–	0.01%	466
2024 Q3	$22.5K	Hold	299	–	–	0.01%	472
2024 Q2	$21.5K	Hold	299	–	–	0.01%	475
2024 Q1	$21.7K	Hold	299	–	–	0.01%	469
2023 Q4	$22K	Sell	299 -36	-11%	-$2.54K	0.01%	453
2023 Q3	$23.4K	Hold	335	–	–	0.01%	418
2023 Q2	$24.4K	Buy	335 +235	+235%	+$17.2K	0.01%	414
2023 Q1	$7.38K	Buy	+100	New	+$7.32K	0.01%	417

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Caldwell Sutter Capital's BND Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Vanguard Total Bond Market (BND) stake by 33% in Q2 2026, selling an estimated $7.34K and leaving 199 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #571.

Caldwell Sutter Capital first reported a position in BND in Q1 2023 and has held it in 14 quarters since. The position peaked at $24.4K in Q2 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Caldwell Sutter Capital held 199 shares of Vanguard Total Bond Market worth $14.6K as of Q2 2026.
Caldwell Sutter Capital sold 100 Vanguard Total Bond Market shares in Q2 2026, an estimated $7.34K.
Vanguard Total Bond Market made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #571 holding.
Caldwell Sutter Capital first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's Vanguard Total Bond Market position peaked at $24.4K in Q2 2023.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.