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CGN Advisors’s Vanguard Total Bond Market BND Stock Holding History

CGN 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
Q2 		$3.23M Buy
43,966
+11,090
+34% +$814K 0.24% 83
2026
Q1 		$2.42M Buy
32,876
+219
+0.7% +$16.2K 0.19% 112
2025
Q4 		$2.42M Buy
32,657
+670
+2% +$49.9K 0.19% 111
2025
Q3 		$2.38M Sell
31,987
-11,868
-27% -$874K 0.2% 111
2025
Q2 		$3.23M Buy
43,855
+12,396
+39% +$902K 0.29% 70
2025
Q1 		$2.31M Buy
31,459
+898
+3% +$65.2K 0.23% 102
2024
Q4 		$2.2M Buy
30,561
+997
+3% +$72.9K 0.21% 111
2024
Q3 		$2.22M Buy
29,564
+459
+2% +$34K 0.22% 108
2024
Q2 		$2.1M Buy
29,105
+333
+1% +$23.8K 0.24% 104
2024
Q1 		$2.09M Buy
28,772
+1,885
+7% +$137K 0.27% 102
2023
Q4 		$1.98M Buy
26,887
+2,306
+9% +$163K 0.27% 105
2023
Q3 		$1.72M Buy
24,581
+130
+0.5% +$9.28K 0.23% 121
2023
Q2 		$1.78M Buy
24,451
+9,468
+63% +$694K 0.26% 108
2023
Q1 		$1.11M Buy
14,983
+2,399
+19% +$176K 0.17% 131
2022
Q4 		$904K Sell
12,584
-12,967
-51% -$929K 0.16% 141
2022
Q3 		$1.82M Buy
25,551
+15,075
+144% +$1.13M 0.46% 62
2022
Q2 		$788K Sell
10,476
-2,804
-21% -$213K 0.22% 121
2022
Q1 		$1.06M Sell
13,280
-3,712
-22% -$303K 0.26% 85
2021
Q4 		$1.44M Buy
16,992
+3,089
+22% +$263K 0.37% 67
2021
Q3 		$1.19M Buy
13,903
+2,088
+18% +$180K 0.39% 69
2021
Q2 		$1.01M Sell
11,815
-40
-0.3% -$3.41K 0.32% 74
2021
Q1 		$1M Buy
11,855
+493
+4% +$42.5K 0.36% 68
2020
Q4 		$1M Buy
+11,362
New +$1,000K 0.4% 68

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CGN Advisors's BND Position: Q2 2026 in Review

CGN Advisors increased its Vanguard Total Bond Market (BND) stake by 34% in Q2 2026, buying an estimated $814K and bringing the position to 43,966 shares worth $3.23M. The position accounts for 0.24% of the portfolio, ranked #83.

CGN Advisors first reported a position in BND in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.23M in Q2 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • CGN Advisors held 43,966 shares of Vanguard Total Bond Market worth $3.23M as of Q2 2026.
  • CGN Advisors bought 11,090 Vanguard Total Bond Market shares in Q2 2026, an estimated $814K.
  • Vanguard Total Bond Market made up 0.24% of CGN Advisors's portfolio in Q2 2026, its #83 holding.
  • CGN Advisors first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 23 quarters since.
  • CGN Advisors's Vanguard Total Bond Market position peaked at $3.23M in Q2 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.