Cornerstone Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Cornerstone Financial Group’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 Q3	$2.87M	Buy	40,980 +1,338	+3%	+$96.4K	1.67%	19
2026 Q2	$2.91M	Buy	39,642 +1,746	+5%	+$128K	1.79%	18
2026 Q1	$2.78M	Buy	37,896 +2,259	+6%	+$168K	1.78%	18
2025 Q4	$2.64M	Buy	35,637 +434	+1%	+$32.3K	1.84%	17
2025 Q3	$2.62M	Sell	35,203 -1,072	-3%	-$78.9K	2.03%	16
2025 Q2	$2.67M	Buy	36,275 +1,071	+3%	+$77.9K	2.27%	14
2025 Q1	$2.55M	Buy	35,204 +129	+0.4%	+$9.36K	2.29%	13
2024 Q4	$2.52M	Buy	+35,075	New	+$2.56M	2.49%	13

Other funds holding BND

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Cornerstone Financial Group's BND Position: Q3 2026 in Review

Cornerstone Financial Group increased its Vanguard Total Bond Market (BND) stake by 3.4% in Q3 2026, buying an estimated $96.4K and bringing the position to 40,980 shares worth $2.87M. The position accounts for 1.67% of the portfolio, ranked #19.

Cornerstone Financial Group first reported a position in BND in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.91M in Q2 2026. 1,516 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Cornerstone Financial Group held 40,980 shares of Vanguard Total Bond Market worth $2.87M as of Q3 2026.
Cornerstone Financial Group bought 1,338 Vanguard Total Bond Market shares in Q3 2026, an estimated $96.4K.
Vanguard Total Bond Market made up 1.67% of Cornerstone Financial Group's portfolio in Q3 2026, its #19 holding.
Cornerstone Financial Group first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 8 quarters since.
Cornerstone Financial Group's Vanguard Total Bond Market position peaked at $2.91M in Q2 2026.
1,516 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.