CS
BND icon

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

Capital Square’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 		$3.85M Buy
52,098
+7,634
+17% +$566K 1.77% 8
2025
Q4 		$3.29M Buy
44,464
+1,629
+4% +$121K 1.68% 9
2025
Q3 		$3.19M Buy
42,835
+2,955
+7% +$218K 1.62% 9
2025
Q2 		$2.9M Buy
39,880
+11,330
+40% +$824K 1.55% 10
2025
Q1 		$2.1M Buy
28,550
+5,847
+26% +$424K 1.23% 16
2024
Q4 		$1.64M Buy
22,703
+573
+3% +$41.9K 0.93% 29
2024
Q3 		$1.66M Sell
22,130
-37
-0.2% -$2.74K 1.01% 27
2024
Q2 		$1.61M Sell
22,167
-21
-0.1% -$1.5K 1.05% 29
2024
Q1 		$1.61M Buy
+22,188
New +$1.61M 1.14% 26
2023
Q3 		– Sell
-22,071
Closed -$1.6M – 99
2023
Q2 		$1.6M Buy
22,071
+47
+0.2% +$3.44K 1.48% 18
2023
Q1 		$1.64M Sell
22,024
-197
-0.9% -$14.4K 1.52% 16
2022
Q4 		$1.6M Sell
22,221
-51,881
-70% -$3.72M 1.44% 20
2022
Q3 		$5.29M Buy
74,102
+162
+0.2% +$12.1K 4.81% 2
2022
Q2 		$5.56M Sell
73,940
-10,486
-12% -$798K 4.62% 2
2022
Q1 		$6.71M Buy
84,426
+51,384
+156% +$4.2M 4.79% 2
2021
Q4 		$2.77M Buy
33,042
+181
+0.6% +$15.4K 1.91% 11
2021
Q3 		$2.81M Buy
32,861
+210
+0.6% +$18.1K 1.99% 9
2021
Q2 		$2.82M Sell
32,651
-5,812
-15% -$496K 2.08% 11
2021
Q1 		$3.27M Buy
38,463
+2,798
+8% +$241K 2.43% 3
2020
Q4 		$3.15M Buy
+35,665
New +$3.14M 2.63% 3
2020
Q2 		– Sell
-237
Closed -$20K – 154
2020
Q1 		$20K Buy
+237
New +$20.1K 0.02% 295

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 Square's BND Position: Q1 2026 in Review

Capital Square increased its Vanguard Total Bond Market (BND) stake by 17% in Q1 2026, buying an estimated $566K and bringing the position to 52,098 shares worth $3.85M. The position accounts for 1.77% of the portfolio, ranked #8.

Capital Square first reported a position in BND in Q1 2020 and has held it in 21 quarters since. The position peaked at $6.71M in Q1 2022. 1,763 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Capital Square held 52,098 shares of Vanguard Total Bond Market worth $3.85M as of Q1 2026.
  • Capital Square bought 7,634 Vanguard Total Bond Market shares in Q1 2026, an estimated $566K.
  • Vanguard Total Bond Market made up 1.77% of Capital Square's portfolio in Q1 2026, its #8 holding.
  • Capital Square first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 21 quarters since.
  • Capital Square's Vanguard Total Bond Market position peaked at $6.71M in Q1 2022.
  • 1,763 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.