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

Capital Planning 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 		$1.97M Buy
26,807
+1,328
+5% +$98.5K 0.29% 56
2025
Q4 		$1.89M Buy
25,479
+11,563
+83% +$861K 0.25% 63
2025
Q3 		$1.03M Sell
13,916
-2,209
-14% -$163K 0.14% 88
2025
Q2 		$1.19M Sell
16,125
-876
-5% -$63.7K 0.17% 70
2025
Q1 		$1.25M Sell
17,001
-178
-1% -$12.9K 0.19% 69
2024
Q4 		$1.24M Buy
17,179
+712
+4% +$52.1K 0.19% 73
2024
Q3 		$1.24M Sell
16,467
-952
-5% -$70.5K 0.19% 68
2024
Q2 		$1.26M Buy
17,419
+5,477
+46% +$392K 0.21% 68
2024
Q1 		$867K Buy
11,942
+1,444
+14% +$105K 0.15% 77
2023
Q4 		$772K Buy
+10,498
New +$741K 0.15% 77

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 Planning Advisors's BND Position: Q1 2026 in Review

Capital Planning Advisors increased its Vanguard Total Bond Market (BND) stake by 5.2% in Q1 2026, buying an estimated $98.5K and bringing the position to 26,807 shares worth $1.97M. The position accounts for 0.29% of the portfolio, ranked #56.

Capital Planning Advisors first reported a position in BND in Q4 2023 and has held it in 10 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Capital Planning Advisors held 26,807 shares of Vanguard Total Bond Market worth $1.97M as of Q1 2026.
  • Capital Planning Advisors bought 1,328 Vanguard Total Bond Market shares in Q1 2026, an estimated $98.5K.
  • Vanguard Total Bond Market made up 0.29% of Capital Planning Advisors's portfolio in Q1 2026, its #56 holding.
  • Capital Planning Advisors first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 10 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

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