Cascade Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Cascade Wealth Advisors’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 Q3	$587K	Buy	+8,202	New	+$591K	0.24%	46

Other funds holding BND

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Cascade Wealth Advisors's BND Position: Q3 2026 in Review

Cascade Wealth Advisors opened a new position in Vanguard Total Bond Market (BND) in Q3 2026: 8,202 shares worth $587K. The stake represents 0.24% of the portfolio and ranks #46 among its holdings.

1,351 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Cascade Wealth Advisors held 8,202 shares of Vanguard Total Bond Market worth $587K as of Q3 2026.
Vanguard Total Bond Market was a new Cascade Wealth Advisors position in Q3 2026.
Vanguard Total Bond Market made up 0.24% of Cascade Wealth Advisors's portfolio in Q3 2026, its #46 holding.
1,351 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Cascade Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.