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CGC Financial Services’s Vanguard Total Bond Market BND Stock Holding History

CGC Financial Services’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
2025
Q3 		– Sell
-984
Closed -$72.4K – 345
2025
Q2 		$72.4K Buy
984
+10
+1% +$727 0.02% 104
2025
Q1 		$71.6K Buy
974
+6
+0.6% +$435 0.03% 93
2024
Q4 		$69.6K Buy
968
+12
+1% +$877 0.03% 94
2024
Q3 		$71.8K Buy
956
+8
+0.8% +$592 0.03% 93
2024
Q2 		$68.3K Buy
948
+9
+1% +$645 0.03% 86
2024
Q1 		$68.2K Buy
939
+5
+0.5% +$363 0.04% 87
2023
Q4 		$68.7K Buy
934
+8
+0.9% +$565 0.03% 91
2023
Q3 		$64.6K Hold
926
– – 0.05% 77
2023
Q2 		$67.3K Buy
+926
New +$67.8K 0.04% 79

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CGC Financial Services's BND Position: Q3 2025 in Review

CGC Financial Services sold out of Vanguard Total Bond Market (BND) in Q3 2025, closing a stake of 984 shares — an estimated $72.4K sold.

CGC Financial Services first reported a position in BND in Q2 2023 and held it in 9 quarters. The position peaked at $72.4K in Q2 2025. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • CGC Financial Services reported no remaining Vanguard Total Bond Market position as of Q3 2025 after selling out during the quarter.
  • CGC Financial Services sold 984 Vanguard Total Bond Market shares in Q3 2025, an estimated $72.4K.
  • CGC Financial Services first reported a position in Vanguard Total Bond Market in Q2 2023 and held it in 9 quarters.
  • CGC Financial Services's Vanguard Total Bond Market position peaked at $72.4K in Q2 2025.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on CGC Financial Services's 13F filing for Q3 2025, filed 24 Oct 2025.