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Clune & Associates’s Vanguard Total Bond Market BND Stock Holding History

Clune & Associates’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 		$498K Sell
6,780
-7,992
-54% -$586K 0.08% 120
2026
Q1 		$1.09M Sell
14,772
-2,601
-15% -$193K 0.2% 83
2025
Q4 		$1.29M Buy
17,373
+2,127
+14% +$158K 0.28% 78
2025
Q3 		$1.13M Sell
15,246
-1,936
-11% -$143K 0.28% 78
2025
Q2 		$1.27M Buy
17,182
+1,417
+9% +$103K 0.35% 68
2025
Q1 		$1.16M Sell
15,765
-310
-2% -$22.5K 0.36% 69
2024
Q4 		$1.16M Buy
+16,075
New +$1.18M 0.38% 66

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clune & Associates's BND Position: Q2 2026 in Review

Clune & Associates reduced its Vanguard Total Bond Market (BND) stake by 54% in Q2 2026, selling an estimated $586K and leaving 6,780 shares worth $498K. The position accounts for 0.08% of the portfolio, ranked #120.

Clune & Associates first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q4 2025. 444 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Clune & Associates held 6,780 shares of Vanguard Total Bond Market worth $498K as of Q2 2026.
  • Clune & Associates sold 7,992 Vanguard Total Bond Market shares in Q2 2026, an estimated $586K.
  • Vanguard Total Bond Market made up 0.08% of Clune & Associates's portfolio in Q2 2026, its #120 holding.
  • Clune & Associates first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's Vanguard Total Bond Market position peaked at $1.29M in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.