CP
BND icon

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

Capital Planning’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 		$343K Hold
4,675
– – 0.1% 66
2026
Q1 		$344K Buy
4,675
+818
+21% +$60.7K 0.11% 64
2025
Q4 		$286K Hold
3,857
– – 0.08% 74
2025
Q3 		$287K Hold
3,857
– – 0.08% 72
2025
Q2 		$284K Sell
3,857
-5
-0.1% -$364 0.09% 61
2025
Q1 		$284K Sell
3,862
-115,232
-97% -$8.36M 0.08% 83
2024
Q4 		$8.56M Buy
+119,094
New +$8.71M 2.25% 15
2022
Q4 		– Sell
-4,437
Closed -$316K – 78
2022
Q3 		$316K Sell
4,437
-81,247
-95% -$6.08M 0.18% 50
2022
Q2 		$6.45M Buy
85,684
+50,598
+144% +$3.85M 3.48% 11
2022
Q1 		$2.79M Sell
35,086
-5,870
-14% -$480K 1.09% 24
2021
Q4 		$3.47M Buy
40,956
+7,185
+21% +$612K 1.29% 25
2021
Q3 		$2.89M Buy
33,771
+1,156
+4% +$99.8K 1.18% 24
2021
Q2 		$2.8M Buy
32,615
+5,284
+19% +$451K 1.19% 24
2021
Q1 		$2.31M Sell
27,331
-3,620
-12% -$312K 1.02% 28
2020
Q4 		$2.73M Buy
+30,951
New +$2.72M 1.28% 25

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 Planning's BND Position: Q2 2026 in Review

Capital Planning held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 4,675 shares worth $343K. The position accounts for 0.1% of the portfolio, ranked #66.

Capital Planning first reported a position in BND in Q4 2020 and has held it in 15 quarters since. The position peaked at $8.56M in Q4 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Capital Planning held 4,675 shares of Vanguard Total Bond Market worth $343K as of Q2 2026.
  • Capital Planning left its Vanguard Total Bond Market share count unchanged in Q2 2026.
  • Vanguard Total Bond Market made up 0.1% of Capital Planning's portfolio in Q2 2026, its #66 holding.
  • Capital Planning first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 15 quarters since.
  • Capital Planning's Vanguard Total Bond Market position peaked at $8.56M in Q4 2024.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.