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

Capital Performance 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
Q2 		$229K Sell
3,120
-2,838
-48% -$208K 0.01% 273
2026
Q1 		$439K Buy
5,958
+1,900
+47% +$141K 0.03% 239
2025
Q4 		$301K Buy
+4,058
New +$302K 0.02% 315
2024
Q4 		– Sell
-151
Closed -$11.3K – 513
2024
Q3 		$11.3K Buy
+151
New +$11.2K ﹤0.01% 795

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 Performance Advisors's BND Position: Q2 2026 in Review

Capital Performance Advisors reduced its Vanguard Total Bond Market (BND) stake by 48% in Q2 2026, selling an estimated $208K and leaving 3,120 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #273.

Capital Performance Advisors first reported a position in BND in Q3 2024 and has held it in 4 quarters since. The position peaked at $439K in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Capital Performance Advisors held 3,120 shares of Vanguard Total Bond Market worth $229K as of Q2 2026.
  • Capital Performance Advisors sold 2,838 Vanguard Total Bond Market shares in Q2 2026, an estimated $208K.
  • Vanguard Total Bond Market made up 0.01% of Capital Performance Advisors's portfolio in Q2 2026, its #273 holding.
  • Capital Performance Advisors first reported a position in Vanguard Total Bond Market in Q3 2024 and has held it in 4 quarters since.
  • Capital Performance Advisors's Vanguard Total Bond Market position peaked at $439K in Q1 2026.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.