Charis Legacy Partners’s Vanguard Total Bond Market BND Stock Holding History

Charis Legacy Partners’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	$5.24M	Buy	71,353 +16,933	+31%	+$1.24M	6.44%	6
2026 Q1	$4.01M	Sell	54,420 -4,180	-7%	-$310K	5.86%	6
2025 Q4	$4.34M	Buy	58,600 +3,568	+6%	+$266K	6.41%	5
2025 Q3	$4.09M	Buy	55,032 +9,519	+21%	+$701K	6.11%	5
2025 Q2	$3.35M	Buy	45,513 +1,604	+4%	+$117K	5.52%	5
2025 Q1	$3.23M	Sell	43,909 -12,785	-23%	-$928K	6.11%	5
2024 Q4	$4.08M	Buy	+56,694	New	+$4.14M	8.32%	5

Other funds holding BND

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Charis Legacy Partners's BND Position: Q2 2026 in Review

Charis Legacy Partners increased its Vanguard Total Bond Market (BND) stake by 31% in Q2 2026, buying an estimated $1.24M and bringing the position to 71,353 shares worth $5.24M. The position accounts for 6.44% of the portfolio, ranked #6.

Charis Legacy Partners first reported a position in BND in Q4 2024 and has held it in 7 quarters since. 833 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Charis Legacy Partners held 71,353 shares of Vanguard Total Bond Market worth $5.24M as of Q2 2026.
Charis Legacy Partners bought 16,933 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.24M.
Vanguard Total Bond Market made up 6.44% of Charis Legacy Partners's portfolio in Q2 2026, its #6 holding.
Charis Legacy Partners first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
833 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Charis Legacy Partners's 13F filing for Q2 2026, filed 9 Jul 2026.