Charter Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Charter Capital 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	$434K	Buy	5,917 +30	+0.5%	+$2.2K	0.19%	45
2026 Q1	$434K	Hold	5,887	–	–	0.22%	45
2025 Q4	$436K	Buy	5,887 +442	+8%	+$32.9K	0.23%	43
2025 Q3	$405K	Hold	5,445	–	–	0.22%	45
2025 Q2	$401K	Buy	+5,445	New	+$396K	0.24%	41

Other funds holding BND

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Charter Capital Management's BND Position: Q2 2026 in Review

Charter Capital Management increased its Vanguard Total Bond Market (BND) stake by 0.51% in Q2 2026, buying an estimated $2.2K and bringing the position to 5,917 shares worth $434K. The position accounts for 0.19% of the portfolio, ranked #45.

Charter Capital Management first reported a position in BND in Q2 2025 and has held it in 5 quarters since. The position peaked at $436K in Q4 2025. 1,038 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Charter Capital Management held 5,917 shares of Vanguard Total Bond Market worth $434K as of Q2 2026.
Charter Capital Management bought 30 Vanguard Total Bond Market shares in Q2 2026, an estimated $2.2K.
Vanguard Total Bond Market made up 0.19% of Charter Capital Management's portfolio in Q2 2026, its #45 holding.
Charter Capital Management first reported a position in Vanguard Total Bond Market in Q2 2025 and has held it in 5 quarters since.
Charter Capital Management's Vanguard Total Bond Market position peaked at $436K in Q4 2025.
1,038 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.