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Cassilly Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Cassilly Financial 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
Q3 		$310K Sell
4,416
-437
-9% -$31.5K 0.21% 62
2026
Q2 		$356K Sell
4,853
-119
-2% -$8.73K 0.26% 57
2026
Q1 		$366K Buy
4,972
+120
+2% +$8.9K 0.32% 50
2025
Q4 		$359K Buy
+4,852
New +$361K 0.32% 50

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Cassilly Financial Group's BND Position: Q3 2026 in Review

Cassilly Financial Group reduced its Vanguard Total Bond Market (BND) stake by 9% in Q3 2026, selling an estimated $31.5K and leaving 4,416 shares worth $310K. The position accounts for 0.21% of the portfolio, ranked #62.

Cassilly Financial Group first reported a position in BND in Q4 2025 and has held it in 4 quarters since. The position peaked at $366K in Q1 2026. 78 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Cassilly Financial Group held 4,416 shares of Vanguard Total Bond Market worth $310K as of Q3 2026.
  • Cassilly Financial Group sold 437 Vanguard Total Bond Market shares in Q3 2026, an estimated $31.5K.
  • Vanguard Total Bond Market made up 0.21% of Cassilly Financial Group's portfolio in Q3 2026, its #62 holding.
  • Cassilly Financial Group first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 4 quarters since.
  • Cassilly Financial Group's Vanguard Total Bond Market position peaked at $366K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.