Capasso Planning Partners’s Vanguard Total Bond Market BND Stock Holding History

Capasso Planning Partners’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	–	Sell	-6,434	Closed	-$477K	–	76
2025 Q4	$477K	Buy	+6,434	New	+$479K	0.26%	46
2024 Q4	–	Sell	-4,830	Closed	-$363K	–	103
2024 Q3	$363K	Sell	4,830 -1,153	-19%	-$85.3K	0.11%	110
2024 Q2	$431K	Buy	5,983 +1,153	+24%	+$82.6K	0.14%	95
2024 Q1	$351K	Buy	4,830 +102	+2%	+$7.4K	0.15%	80
2023 Q4	$348K	Hold	4,728	–	–	0.16%	77
2023 Q3	$330K	Buy	4,728 +1	+0%	+$71	0.18%	69
2023 Q2	$344K	Sell	4,727 -1,274	-21%	-$93.3K	0.18%	70
2023 Q1	$443K	Sell	6,001 -139	-2%	-$10.2K	0.26%	59
2022 Q4	$441K	Sell	6,140 -8	-0.1%	-$573	0.28%	57
2022 Q3	$439K	Buy	+6,148	New	+$460K	0.31%	54

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capasso Planning Partners's BND Position: Q1 2026 in Review

Capasso Planning Partners sold out of Vanguard Total Bond Market (BND) in Q1 2026, closing a stake of 6,434 shares — an estimated $477K sold.

Capasso Planning Partners first reported a position in BND in Q3 2022 and held it in 10 quarters. The position peaked at $477K in Q4 2025. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Capasso Planning Partners reported no remaining Vanguard Total Bond Market position as of Q1 2026 after selling out during the quarter.
Capasso Planning Partners sold 6,434 Vanguard Total Bond Market shares in Q1 2026, an estimated $477K.
Capasso Planning Partners first reported a position in Vanguard Total Bond Market in Q3 2022 and held it in 10 quarters.
Capasso Planning Partners's Vanguard Total Bond Market position peaked at $477K in Q4 2025.
1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.