Capital Advisors Ltd’s Vanguard Total Bond Market BND Stock Holding History

Capital Advisors Ltd’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	$13K	Hold	180	–	–	﹤0.01%	785
2026 Q1	$13K	Hold	180	–	–	﹤0.01%	765
2025 Q4	$13K	Hold	180	–	–	﹤0.01%	743
2025 Q3	$13K	Hold	180	–	–	﹤0.01%	739
2025 Q2	$13K	Hold	180	–	–	﹤0.01%	718
2025 Q1	$13K	Hold	180	–	–	﹤0.01%	704
2024 Q4	$13K	Sell	180 -35	-16%	-$2.56K	﹤0.01%	713
2024 Q3	$16K	Hold	215	–	–	﹤0.01%	647
2024 Q2	$15K	Hold	215	–	–	﹤0.01%	645
2024 Q1	$16K	Hold	215	–	–	﹤0.01%	621
2023 Q4	$16K	Buy	215 +35	+19%	+$2.47K	﹤0.01%	594
2023 Q3	$13K	Hold	180	–	–	﹤0.01%	630
2023 Q2	$13K	Hold	180	–	–	﹤0.01%	640
2023 Q1	$13K	Hold	180	–	–	﹤0.01%	512
2022 Q4	$13K	Hold	180	–	–	﹤0.01%	510
2022 Q3	$13K	Hold	180	–	–	﹤0.01%	496
2022 Q2	$14K	Hold	180	–	–	﹤0.01%	465
2022 Q1	$14K	Hold	180	–	–	﹤0.01%	474
2021 Q4	$15K	Hold	180	–	–	﹤0.01%	460
2021 Q3	$15K	Hold	180	–	–	﹤0.01%	398
2021 Q2	$15K	Sell	180 -120	-40%	-$10.2K	﹤0.01%	386
2021 Q1	$25K	Hold	300	–	–	﹤0.01%	338
2020 Q4	$26K	Hold	300	–	–	0.01%	319
2020 Q3	$26K	Hold	300	–	–	0.01%	319
2020 Q2	$27K	Sell	300 -1	-0.3%	-$87	0.01%	309
2020 Q1	$26K	Buy	301 +1	+0.3%	+$85	0.01%	297
2019 Q4	$25K	Buy	+300	New	+$25.2K	0.01%	291
2019 Q3	–	Sell	-2,145	Closed	-$178K	–	406
2019 Q2	$178K	Buy	+2,145	New	+$175K	0.05%	153
2018 Q4	–	Sell	-4,098	Closed	-$323K	–	443
2018 Q3	$323K	Buy	+4,098	New	+$324K	0.09%	111
2017 Q3	–	Sell	-2,501	Closed	-$205K	–	397
2017 Q2	$205K	Sell	2,501 -799	-24%	-$65.3K	0.08%	113
2017 Q1	$268K	Sell	3,300 -2,236	-40%	-$181K	0.1%	97
2016 Q4	$447K	Buy	+5,536	New	+$453K	0.18%	73

Other funds holding BND

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Capital Advisors Ltd's BND Position: Q2 2026 in Review

Capital Advisors Ltd held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 180 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Capital Advisors Ltd first reported a position in BND in Q4 2016 and has held it in 32 quarters since. The position peaked at $447K in Q4 2016. 494 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Capital Advisors Ltd held 180 shares of Vanguard Total Bond Market worth $13K as of Q2 2026.
Capital Advisors Ltd left its Vanguard Total Bond Market share count unchanged in Q2 2026.
Vanguard Total Bond Market made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #785 holding.
Capital Advisors Ltd first reported a position in Vanguard Total Bond Market in Q4 2016 and has held it in 32 quarters since.
Capital Advisors Ltd's Vanguard Total Bond Market position peaked at $447K in Q4 2016.
494 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.