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Capital Analysts LLC’s Vanguard Total Bond Market BND Stock Holding History

Capital Analysts LLC’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 		$1.96M Buy
26,649
+10,169
+62% +$754K 0.05% 251
2025
Q4 		$1.22M Buy
16,480
+2,308
+16% +$172K 0.03% 291
2025
Q3 		$1.05M Buy
14,172
+3,275
+30% +$241K 0.03% 302
2025
Q2 		$803K Buy
10,897
+2,753
+34% +$200K 0.03% 314
2025
Q1 		$598K Buy
8,144
+4,410
+118% +$320K 0.02% 337
2024
Q4 		$269K Buy
3,734
+765
+26% +$55.9K 0.01% 431
2024
Q3 		$223K Sell
2,969
-15,066
-84% -$1.11M 0.01% 446
2024
Q2 		$1.3M Buy
18,035
+1,871
+12% +$134K 0.06% 218
2024
Q1 		$1.17M Buy
16,164
+1,022
+7% +$74.2K 0.05% 222
2023
Q4 		$1.11M Buy
15,142
+1,508
+11% +$106K 0.06% 218
2023
Q3 		$951K Sell
13,634
-555
-4% -$39.6K 0.05% 226
2023
Q2 		$1.03M Sell
14,189
-1,066
-7% -$78.1K 0.06% 219
2023
Q1 		$1.13M Sell
15,255
-139
-0.9% -$10.2K 0.06% 206
2022
Q4 		$1.1M Buy
15,394
+1,896
+14% +$136K 0.07% 204
2022
Q3 		$962K Buy
13,498
+926
+7% +$69.3K 0.07% 210
2022
Q2 		$947K Buy
12,572
+3,413
+37% +$260K 0.07% 212
2022
Q1 		$729K Buy
9,159
+57
+0.6% +$4.66K 0.05% 240
2021
Q4 		$771K Buy
9,102
+535
+6% +$45.6K 0.05% 231
2021
Q3 		$732K Buy
8,567
+101
+1% +$8.72K 0.05% 226
2021
Q2 		$727K Buy
8,466
+7,981
+1,646% +$681K 0.05% 228
2021
Q1 		$41K Sell
485
-21,606
-98% -$1.86M ﹤0.01% 609
2020
Q4 		$1.95M Buy
22,091
+2,557
+13% +$225K 0.17% 102
2020
Q3 		$1.72M Buy
19,534
+19,483
+38,202% +$1.73M 0.16% 110
2020
Q2 		$5K Hold
51
– – ﹤0.01% 601
2020
Q1 		$4K Sell
51
-35
-41% -$2.97K ﹤0.01% 594
2019
Q4 		$7K Buy
+86
New +$7.23K ﹤0.01% 586
2019
Q2 		– Sell
-298
Closed -$24K – 688
2019
Q1 		$24K Buy
298
+196
+192% +$15.7K ﹤0.01% 418
2018
Q4 		$8K Buy
102
+50
+96% +$3.91K ﹤0.01% 479
2018
Q3 		$4K Sell
52
-142
-73% -$11.2K ﹤0.01% 488
2018
Q2 		$15K Hold
194
– – ﹤0.01% 430
2018
Q1 		$16K Sell
194
-735
-79% -$58.8K ﹤0.01% 413
2017
Q4 		$76K Sell
929
-2,124
-70% -$173K 0.01% 274
2017
Q3 		$250K Sell
3,053
-1,978
-39% -$162K 0.03% 182
2017
Q2 		$412K Sell
5,031
-2,468
-33% -$202K 0.06% 164
2017
Q1 		$608K Sell
7,499
-2,672
-26% -$216K 0.1% 138
2016
Q4 		$822K Sell
10,171
-3,058
-23% -$250K 0.14% 107
2016
Q3 		$1.11M Sell
13,229
-4,748
-26% -$400K 0.21% 87
2016
Q2 		$1.52M Sell
17,977
-5,699
-24% -$474K 0.31% 77
2016
Q1 		$1.96M Sell
23,676
-6,940
-23% -$568K 0.39% 71
2015
Q4 		$2.47M Sell
30,616
-2,002
-6% -$163K 0.5% 49
2015
Q3 		$2.67M Sell
32,618
-1,143
-3% -$93.2K 0.51% 52
2015
Q2 		$2.74M Buy
+33,761
New +$2.78M 0.56% 41

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Analysts LLC's BND Position: Q1 2026 in Review

Capital Analysts LLC increased its Vanguard Total Bond Market (BND) stake by 62% in Q1 2026, buying an estimated $754K and bringing the position to 26,649 shares worth $1.96M. The position accounts for 0.05% of the portfolio, ranked #251.

Capital Analysts LLC first reported a position in BND in Q2 2015 and has held it in 42 quarters since. The position peaked at $2.74M in Q2 2015. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Capital Analysts LLC held 26,649 shares of Vanguard Total Bond Market worth $1.96M as of Q1 2026.
  • Capital Analysts LLC bought 10,169 Vanguard Total Bond Market shares in Q1 2026, an estimated $754K.
  • Vanguard Total Bond Market made up 0.05% of Capital Analysts LLC's portfolio in Q1 2026, its #251 holding.
  • Capital Analysts LLC first reported a position in Vanguard Total Bond Market in Q2 2015 and has held it in 42 quarters since.
  • Capital Analysts LLC's Vanguard Total Bond Market position peaked at $2.74M in Q2 2015.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.