Callan Family Office’s Vanguard Total Bond Market BND Stock Holding History

Callan Family Office’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	$410K	Sell	5,587 -1,975	-26%	-$145K	0.01%	881
2026 Q1	$557K	Hold	7,562	–	–	0.01%	727
2025 Q4	$560K	Sell	7,562 -755	-9%	-$56.2K	0.01%	747
2025 Q3	$619K	Sell	8,317 -172	-2%	-$12.7K	0.02%	479
2025 Q2	$625K	Buy	8,489 +22	+0.3%	+$1.6K	0.02%	521
2025 Q1	$622K	Hold	8,467	–	–	0.05%	284
2024 Q4	$609K	Sell	8,467 -2,542	-23%	-$186K	0.04%	335
2024 Q3	$827K	Sell	11,009 -4,873	-31%	-$361K	0.14%	79
2024 Q2	$1.14M	Buy	+15,882	New	+$1.14M	0.22%	54

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

Callan Family Office's BND Position: Q2 2026 in Review

Callan Family Office reduced its Vanguard Total Bond Market (BND) stake by 26% in Q2 2026, selling an estimated $145K and leaving 5,587 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #881.

Callan Family Office first reported a position in BND in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q2 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Callan Family Office held 5,587 shares of Vanguard Total Bond Market worth $410K as of Q2 2026.
Callan Family Office sold 1,975 Vanguard Total Bond Market shares in Q2 2026, an estimated $145K.
Vanguard Total Bond Market made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #881 holding.
Callan Family Office first reported a position in Vanguard Total Bond Market in Q2 2024 and has held it in 9 quarters since.
Callan Family Office's Vanguard Total Bond Market position peaked at $1.14M in Q2 2024.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.