Cassaday & Co Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Cassaday & Co Wealth Management’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	$258K	Sell	3,514 -410	-10%	-$30.1K	﹤0.01%	317
2026 Q1	$289K	Sell	3,924 -444	-10%	-$32.9K	0.01%	289
2025 Q4	$324K	Sell	4,368 -2,327	-35%	-$173K	0.01%	275
2025 Q3	$498K	Buy	6,695 +2,771	+71%	+$204K	0.01%	213
2025 Q2	$289K	Hold	3,924	–	–	0.01%	279
2025 Q1	$288K	Sell	3,924 -162	-4%	-$11.8K	0.01%	262
2024 Q4	$294K	Sell	4,086 -57	-1%	-$4.17K	0.01%	257
2024 Q3	$311K	Sell	4,143 -4,773	-54%	-$353K	0.01%	233
2024 Q2	$642K	Buy	8,916 +4,773	+115%	+$342K	0.02%	153
2024 Q1	$301K	Sell	4,143 -58	-1%	-$4.21K	0.01%	228
2023 Q4	$309K	Buy	+4,201	New	+$297K	0.01%	201

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

Cassaday & Co Wealth Management's BND Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 10% in Q2 2026, selling an estimated $30.1K and leaving 3,514 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Cassaday & Co Wealth Management first reported a position in BND in Q4 2023 and has held it in 11 quarters since. The position peaked at $642K in Q2 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Cassaday & Co Wealth Management held 3,514 shares of Vanguard Total Bond Market worth $258K as of Q2 2026.
Cassaday & Co Wealth Management sold 410 Vanguard Total Bond Market shares in Q2 2026, an estimated $30.1K.
Vanguard Total Bond Market made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #317 holding.
Cassaday & Co Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
Cassaday & Co Wealth Management's Vanguard Total Bond Market position peaked at $642K in Q2 2024.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.