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

Capital Advisors Wealth Management’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 		$426K Sell
5,805
-9
-0.2% -$660 0.05% 155
2026
Q1 		$428K Buy
5,814
+228
+4% +$16.9K 0.06% 144
2025
Q4 		$414K Buy
5,586
+801
+17% +$59.6K 0.06% 139
2025
Q3 		$356K Sell
4,785
-74
-2% -$5.45K 0.05% 152
2025
Q2 		$358K Buy
4,859
+18
+0.4% +$1.31K 0.06% 138
2025
Q1 		$356K Buy
4,841
+29
+0.6% +$2.1K 0.06% 125
2024
Q4 		$346K Buy
4,812
+59
+1% +$4.31K 0.06% 121
2024
Q3 		$357K Buy
4,753
+42
+0.9% +$3.11K 0.07% 114
2024
Q2 		$339K Buy
4,711
+90
+2% +$6.45K 0.07% 114
2024
Q1 		$336K Buy
+4,621
New +$335K 0.07% 109
2022
Q1 		– Sell
-12,134
Closed -$1.03M – 125
2021
Q4 		$1.03M Sell
12,134
-49
-0.4% -$4.17K 0.31% 45
2021
Q3 		$1.04M Buy
12,183
+71
+0.6% +$6.13K 0.37% 41
2021
Q2 		$1.04M Buy
12,112
+3,080
+34% +$263K 0.39% 42
2021
Q1 		$765K Buy
+9,032
New +$779K 0.33% 49

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

Capital Advisors Wealth Management's BND Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 0.15% in Q2 2026, selling an estimated $660 and leaving 5,805 shares worth $426K. The position accounts for 0.05% of the portfolio, ranked #155.

Capital Advisors Wealth Management first reported a position in BND in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.04M in Q3 2021. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Capital Advisors Wealth Management held 5,805 shares of Vanguard Total Bond Market worth $426K as of Q2 2026.
  • Capital Advisors Wealth Management sold 9 Vanguard Total Bond Market shares in Q2 2026, an estimated $660.
  • Vanguard Total Bond Market made up 0.05% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Capital Advisors Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2021 and has held it in 14 quarters since.
  • Capital Advisors Wealth Management's Vanguard Total Bond Market position peaked at $1.04M in Q3 2021.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.