Cape Cod Five Cents Savings Bank’s Vanguard Total Bond Market BND Stock Holding History

Cape Cod Five Cents Savings Bank’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
2025 Q4	$1.55M	Hold	20,658	–	–	0.14%	97
2025 Q3	$1.55M	Hold	20,658	–	–	0.14%	97
2025 Q2	$1.55M	Hold	20,658	–	–	0.14%	97
2025 Q1	$1.55M	Hold	20,658	–	–	0.14%	97
2024 Q4	$1.55M	Hold	20,658	–	–	0.14%	97
2024 Q3	$1.55M	Sell	20,658 -1,495	-7%	-$111K	0.14%	97
2024 Q2	$1.6M	Sell	22,153 -4,208	-16%	-$301K	0.15%	95
2024 Q1	$1.91M	Sell	26,361 -2,622	-9%	-$190K	0.18%	90
2023 Q4	$2.13M	Sell	28,983 -74,829	-72%	-$5.28M	0.22%	86
2023 Q3	$7.24M	Buy	103,812 +48,783	+89%	+$3.48M	0.39%	63
2023 Q2	$4M	Sell	55,029 -3,366	-6%	-$247K	0.42%	62
2023 Q1	$4.31M	Sell	58,395 -679	-1%	-$49.7K	0.47%	61
2022 Q4	$4.24M	Buy	+59,074	New	+$4.23M	0.48%	58
2017 Q2	–	Sell	-3,166	Closed	-$257K	–	195
2017 Q1	$257K	Buy	+3,166	New	+$256K	0.04%	181

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M 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

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

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

Cape Cod Five Cents Savings Bank's BND Position: Q4 2025 in Review

Cape Cod Five Cents Savings Bank held its Vanguard Total Bond Market (BND) position steady in Q4 2025 at 20,658 shares worth $1.55M. The position accounts for 0.14% of the portfolio, ranked #97.

Cape Cod Five Cents Savings Bank first reported a position in BND in Q1 2017 and has held it in 14 quarters since. The position peaked at $7.24M in Q3 2023. 1,788 funds tracked by Wall St. Rank hold BND as of Q4 2025.

Cape Cod Five Cents Savings Bank held 20,658 shares of Vanguard Total Bond Market worth $1.55M as of Q4 2025.
Cape Cod Five Cents Savings Bank left its Vanguard Total Bond Market share count unchanged in Q4 2025.
Vanguard Total Bond Market made up 0.14% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #97 holding.
Cape Cod Five Cents Savings Bank first reported a position in Vanguard Total Bond Market in Q1 2017 and has held it in 14 quarters since.
Cape Cod Five Cents Savings Bank's Vanguard Total Bond Market position peaked at $7.24M in Q3 2023.
1,788 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.