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

Cary Street Partners’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	$6.62M	Sell	90,171 -16,280	-15%	-$1.19M	0.14%	156
2026 Q1	$7.84M	Sell	106,451 -847	-0.8%	-$62.8K	0.19%	120
2025 Q4	$7.95M	Sell	107,298 -7,456	-6%	-$555K	0.2%	123
2025 Q3	$8.53M	Buy	114,754 +23,332	+26%	+$1.72M	0.22%	109
2025 Q2	$6.73M	Buy	91,422 +7,698	+9%	+$560K	0.19%	132
2025 Q1	$6.15M	Buy	83,724 +8,219	+11%	+$596K	0.19%	122
2024 Q4	$5.43M	Buy	+75,505	New	+$5.52M	0.18%	129

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Cary Street Partners reduced its Vanguard Total Bond Market (BND) stake by 15% in Q2 2026, selling an estimated $1.19M and leaving 90,171 shares worth $6.62M. The position accounts for 0.14% of the portfolio, ranked #156.

Cary Street Partners first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.53M in Q3 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Cary Street Partners held 90,171 shares of Vanguard Total Bond Market worth $6.62M as of Q2 2026.
Cary Street Partners sold 16,280 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.19M.
Vanguard Total Bond Market made up 0.14% of Cary Street Partners's portfolio in Q2 2026, its #156 holding.
Cary Street Partners first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Vanguard Total Bond Market position peaked at $8.53M in Q3 2025.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

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