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

Capital Investment Advisors’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 		$15.6M Buy
212,200
+9,772
+5% +$725K 0.23% 92
2025
Q4 		$15M Buy
202,428
+193,114
+2,073% +$14.4M 0.23% 92
2025
Q3 		$693K Sell
9,314
-267
-3% -$19.7K 0.01% 411
2025
Q2 		$705K Sell
9,581
-315
-3% -$22.9K 0.01% 396
2025
Q1 		$727K Sell
9,896
-12,532
-56% -$909K 0.01% 372
2024
Q4 		$1.61M Buy
22,428
+14,543
+184% +$1.06M 0.03% 239
2024
Q3 		$592K Sell
7,885
-698
-8% -$51.7K 0.01% 383
2024
Q2 		$618K Sell
8,583
-338
-4% -$24.2K 0.01% 363
2024
Q1 		$648K Sell
8,921
-1,310
-13% -$95.1K 0.02% 355
2023
Q4 		$753K Sell
10,231
-2,615
-20% -$185K 0.02% 314
2023
Q3 		$896K Sell
12,846
-1,119
-8% -$79.9K 0.02% 276
2023
Q2 		$1.02M Buy
13,965
+785
+6% +$57.5K 0.03% 240
2023
Q1 		$973K Sell
13,180
-2,436
-16% -$178K 0.03% 250
2022
Q4 		$1.12M Sell
15,616
-853
-5% -$61.1K 0.03% 238
2022
Q3 		$1.18M Sell
16,469
-9,741
-37% -$729K 0.04% 231
2022
Q2 		$1.97M Sell
26,210
-1,394
-5% -$106K 0.07% 177
2022
Q1 		$2.2M Sell
27,604
-50
-0.2% -$4.08K 0.07% 181
2021
Q4 		$2.34M Buy
27,654
+2,167
+9% +$185K 0.07% 171
2021
Q3 		$2.18M Buy
25,487
+3,398
+15% +$293K 0.07% 181
2021
Q2 		$1.9M Buy
22,089
+6,229
+39% +$531K 0.07% 192
2021
Q1 		$1.34M Buy
15,860
+1,383
+10% +$119K 0.05% 214
2020
Q4 		$1.28M Buy
14,477
+6,040
+72% +$531K 0.05% 204
2020
Q3 		$744K Sell
8,437
-808
-9% -$71.6K 0.04% 268
2020
Q2 		$817K Sell
9,245
-398
-4% -$34.8K 0.04% 247
2020
Q1 		$823K Sell
9,643
-1,976
-17% -$168K 0.05% 223
2019
Q4 		$974K Sell
11,619
-213
-2% -$17.9K 0.05% 239
2019
Q3 		$999K Sell
11,832
-183
-2% -$15.3K 0.05% 224
2019
Q2 		$998K Buy
12,015
+1
+0% +$81 0.05% 226
2019
Q1 		$975K Sell
12,014
-144
-1% -$11.5K 0.06% 221
2018
Q4 		$963K Sell
12,158
-1,188
-9% -$92.9K 0.06% 213
2018
Q3 		$1.05M Sell
13,346
-12,524
-48% -$990K 0.06% 210
2018
Q2 		$2.05M Sell
25,870
-2,784
-10% -$220K 0.13% 131
2018
Q1 		$2.29M Sell
28,654
-32,121
-53% -$2.57M 0.15% 126
2017
Q4 		$4.96M Sell
60,775
-1,561
-3% -$128K 0.32% 68
2017
Q3 		$5.11M Sell
62,336
-1,010
-2% -$82.9K 0.35% 70
2017
Q2 		$5.18M Sell
63,346
-3,554
-5% -$290K 0.37% 65
2017
Q1 		$5.42M Sell
66,900
-4,602
-6% -$372K 0.41% 60
2016
Q4 		$5.78M Sell
71,502
-2,562
-3% -$210K 0.49% 52
2016
Q3 		$6.23M Sell
74,064
-6,841
-8% -$576K 0.55% 42
2016
Q2 		$6.82M Sell
80,905
-24,957
-24% -$2.07M 0.64% 39
2016
Q1 		$8.77M Sell
105,862
-15,369
-13% -$1.26M 0.86% 30
2015
Q4 		$9.79M Buy
121,231
+5,786
+5% +$471K 1.01% 23
2015
Q3 		$9.46M Sell
115,445
-3,576
-3% -$291K 1.06% 23
2015
Q2 		$9.67M Sell
119,021
-9,802
-8% -$806K 1.04% 21
2015
Q1 		$10.7M Sell
128,823
-5,162
-4% -$429K 1.14% 17
2014
Q4 		$11M Buy
133,985
+7,448
+6% +$614K 1.22% 16
2014
Q3 		$10.4M Buy
126,537
+19,277
+18% +$1.58M 1.19% 17
2014
Q2 		$8.82M Buy
107,260
+3,791
+4% +$310K 1.01% 19
2014
Q1 		$8.4M Buy
103,469
+1,510
+1% +$122K 1.06% 16
2013
Q4 		$8.16M Buy
+101,959
New +$8.23M 1.08% 16

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 Investment Advisors's BND Position: Q1 2026 in Review

Capital Investment Advisors increased its Vanguard Total Bond Market (BND) stake by 4.8% in Q1 2026, buying an estimated $725K and bringing the position to 212,200 shares worth $15.6M. The position accounts for 0.23% of the portfolio, ranked #92.

Capital Investment Advisors first reported a position in BND in Q4 2013 and has held it in 50 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Capital Investment Advisors held 212,200 shares of Vanguard Total Bond Market worth $15.6M as of Q1 2026.
  • Capital Investment Advisors bought 9,772 Vanguard Total Bond Market shares in Q1 2026, an estimated $725K.
  • Vanguard Total Bond Market made up 0.23% of Capital Investment Advisors's portfolio in Q1 2026, its #92 holding.
  • Capital Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2013 and has held it in 50 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.