Cascade Investment Group’s Vanguard Total Bond Market BND Stock Holding History

Cascade Investment Group’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	$1.34M	Buy	18,156 +200	+1%	+$14.8K	0.88%	32
2025 Q4	$1.33M	Buy	17,956 +121	+0.7%	+$9.01K	0.89%	29
2025 Q3	$1.33M	Hold	17,835	–	–	0.88%	29
2025 Q2	$1.31M	Buy	17,835 +698	+4%	+$50.8K	0.92%	30
2025 Q1	$1.26M	Buy	17,137 +930	+6%	+$67.5K	0.97%	29
2024 Q4	$1.17M	Buy	16,207 +1,214	+8%	+$88.8K	0.83%	34
2024 Q3	$1.13M	Buy	14,993 +3,564	+31%	+$264K	0.83%	34
2024 Q2	$823K	Sell	11,429 -509	-4%	-$36.5K	0.64%	42
2024 Q1	$867K	Buy	11,938 +6,155	+106%	+$447K	0.65%	41
2023 Q4	$425K	Buy	5,783 +401	+7%	+$28.3K	0.34%	72
2023 Q3	$376K	Buy	5,382 +488	+10%	+$34.8K	0.35%	72
2023 Q2	$356K	Buy	4,894 +3	+0.1%	+$220	0.33%	78
2023 Q1	$361K	Buy	4,891 +565	+13%	+$41.3K	0.36%	77
2022 Q4	$311K	Buy	+4,326	New	+$310K	0.32%	85

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cascade Investment Group's BND Position: Q1 2026 in Review

Cascade Investment Group increased its Vanguard Total Bond Market (BND) stake by 1.1% in Q1 2026, buying an estimated $14.8K and bringing the position to 18,156 shares worth $1.34M. The position accounts for 0.88% of the portfolio, ranked #32.

Cascade Investment Group first reported a position in BND in Q4 2022 and has held it in 14 quarters since. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Cascade Investment Group held 18,156 shares of Vanguard Total Bond Market worth $1.34M as of Q1 2026.
Cascade Investment Group bought 200 Vanguard Total Bond Market shares in Q1 2026, an estimated $14.8K.
Vanguard Total Bond Market made up 0.88% of Cascade Investment Group's portfolio in Q1 2026, its #32 holding.
Cascade Investment Group first reported a position in Vanguard Total Bond Market in Q4 2022 and has held it in 14 quarters since.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.