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Cape Investment Advisory’s Vanguard Total Bond Market BND Stock Holding History

Cape Investment Advisory’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 		$650K Sell
8,852
-356
-4% -$26.1K 0.17% 106
2026
Q1 		$678K Sell
9,208
-2,205
-19% -$164K 0.23% 93
2025
Q4 		$845K Buy
11,413
+450
+4% +$33.5K 0.26% 77
2025
Q3 		$815K Buy
10,963
+620
+6% +$45.7K 0.8% 35
2025
Q2 		$762K Buy
10,343
+1,737
+20% +$126K 0.28% 71
2025
Q1 		$632K Buy
8,606
+271
+3% +$19.7K 0.25% 76
2024
Q4 		$599K Buy
8,335
+1,445
+21% +$106K 0.23% 79
2024
Q3 		$517K Buy
6,890
+688
+11% +$50.9K 0.21% 82
2024
Q2 		$447K Sell
6,202
-2,057
-25% -$147K 0.2% 85
2024
Q1 		$600K Sell
8,259
-215
-3% -$15.6K 0.28% 72
2023
Q4 		$623K Buy
8,474
+1,457
+21% +$103K 0.3% 66
2023
Q3 		$490K Sell
7,017
-580
-8% -$41.4K 0.28% 66
2023
Q2 		$552K Buy
7,597
+1,049
+16% +$76.8K 0.31% 62
2023
Q1 		$483K Buy
+6,548
New +$479K 0.29% 63

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cape Investment Advisory's BND Position: Q2 2026 in Review

Cape Investment Advisory reduced its Vanguard Total Bond Market (BND) stake by 3.9% in Q2 2026, selling an estimated $26.1K and leaving 8,852 shares worth $650K. The position accounts for 0.17% of the portfolio, ranked #106.

Cape Investment Advisory first reported a position in BND in Q1 2023 and has held it in 14 quarters since. The position peaked at $845K in Q4 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Cape Investment Advisory held 8,852 shares of Vanguard Total Bond Market worth $650K as of Q2 2026.
  • Cape Investment Advisory sold 356 Vanguard Total Bond Market shares in Q2 2026, an estimated $26.1K.
  • Vanguard Total Bond Market made up 0.17% of Cape Investment Advisory's portfolio in Q2 2026, its #106 holding.
  • Cape Investment Advisory first reported a position in Vanguard Total Bond Market in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Vanguard Total Bond Market position peaked at $845K in Q4 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.