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

Capital & Planning 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 		$40.5K Buy
+550
New +$40.8K 0.02% 61
2025
Q1 		– Sell
-631
Closed -$45.4K – 47
2024
Q4 		$45.4K Buy
+631
New +$46.1K 0.03% 53

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital & Planning LLC's BND Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Vanguard Total Bond Market (BND) in Q1 2026: 550 shares worth $40.5K. The stake represents 0.02% of the portfolio and ranks #61 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in BND as recently as Q4 2024.

Capital & Planning LLC first reported a position in BND in Q4 2024 and has held it in 2 quarters since. The position peaked at $45.4K in Q4 2024. 1,771 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Capital & Planning LLC held 550 shares of Vanguard Total Bond Market worth $40.5K as of Q1 2026.
  • Vanguard Total Bond Market was a new Capital & Planning LLC position in Q1 2026.
  • Vanguard Total Bond Market made up 0.02% of Capital & Planning LLC's portfolio in Q1 2026, its #61 holding.
  • Capital & Planning LLC first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's Vanguard Total Bond Market position peaked at $45.4K in Q4 2024.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.