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Cary Street Partners Investment Advisory’s Vanguard Total Bond Market BND Stock Holding History

Cary Street Partners Investment Advisory’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 		$1.68M Buy
22,920
+4,717
+26% +$346K 0.34% 72
2026
Q1 		$1.34M Buy
18,203
+6,145
+51% +$456K 0.34% 80
2025
Q4 		$893K Buy
+12,058
New +$897K 0.24% 105
2024
Q4 		– Sell
-57,691
Closed -$4.33M – 529
2024
Q3 		$4.33M Buy
57,691
+9,684
+20% +$717K 0.16% 148
2024
Q2 		$3.46M Buy
48,007
+5,205
+12% +$373K 0.14% 170
2024
Q1 		$3.11M Buy
42,802
+2,443
+6% +$177K 0.13% 179
2023
Q4 		$2.97M Buy
40,359
+1,524
+4% +$108K 0.14% 173
2023
Q3 		$2.71M Buy
38,835
+2,258
+6% +$161K 0.15% 177
2023
Q2 		$2.66M Buy
36,577
+18,645
+104% +$1.37M 0.17% 152
2023
Q1 		$1.32M Buy
17,932
+1,164
+7% +$85.2K 0.1% 209
2022
Q4 		$1.2M Sell
16,768
-711
-4% -$50.9K 0.09% 212
2022
Q3 		$1.25M Buy
17,479
+2,655
+18% +$199K 0.1% 197
2022
Q2 		$1.12M Sell
14,824
-5,648
-28% -$430K 0.09% 202
2022
Q1 		$1.63M Sell
20,472
-7,314
-26% -$597K 0.45% 66
2021
Q4 		$2.35M Buy
27,786
+3,133
+13% +$267K 0.65% 44
2021
Q3 		$2.11M Buy
24,653
+386
+2% +$33.3K 0.69% 42
2021
Q2 		$2.08M Buy
24,267
+748
+3% +$63.8K 0.67% 44
2021
Q1 		$1.99M Buy
23,519
+4,678
+25% +$403K 0.82% 28
2020
Q4 		$1.66M Buy
18,841
+5,699
+43% +$501K 0.32% 78
2020
Q3 		$1.16M Buy
+13,142
New +$1.17M 0.25% 117

Other funds holding BND

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Cary Street Partners Investment Advisory's BND Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Vanguard Total Bond Market (BND) stake by 26% in Q2 2026, buying an estimated $346K and bringing the position to 22,920 shares worth $1.68M. The position accounts for 0.34% of the portfolio, ranked #72.

Cary Street Partners Investment Advisory first reported a position in BND in Q3 2020 and has held it in 20 quarters since. The position peaked at $4.33M in Q3 2024. 1,437 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Cary Street Partners Investment Advisory held 22,920 shares of Vanguard Total Bond Market worth $1.68M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 4,717 Vanguard Total Bond Market shares in Q2 2026, an estimated $346K.
  • Vanguard Total Bond Market made up 0.34% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #72 holding.
  • Cary Street Partners Investment Advisory first reported a position in Vanguard Total Bond Market in Q3 2020 and has held it in 20 quarters since.
  • Cary Street Partners Investment Advisory's Vanguard Total Bond Market position peaked at $4.33M in Q3 2024.
  • 1,437 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.