Cresset Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Cresset Asset 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	$2.09M	Buy	28,426 +2,389	+9%	+$175K	0.01%	660
2026 Q1	$1.92M	Sell	26,037 -1,364	-5%	-$101K	0.01%	566
2025 Q4	$2.03M	Buy	27,401 +1,367	+5%	+$102K	0.01%	566
2025 Q3	$1.94M	Buy	26,034 +3,068	+13%	+$226K	0.01%	535
2025 Q2	$1.69M	Sell	22,966 -10,559	-31%	-$768K	0.01%	539
2025 Q1	$2.46M	Sell	33,525 -7,129	-18%	-$517K	0.01%	479
2024 Q4	$2.92M	Sell	40,654 -7,139	-15%	-$522K	0.01%	454
2024 Q3	$3.59M	Sell	47,793 -13,013	-21%	-$963K	0.01%	555
2024 Q2	$4.38M	Sell	60,806 -1,490	-2%	-$107K	0.02%	458
2024 Q1	$4.52M	Sell	62,296 -4,157	-6%	-$302K	0.02%	400
2023 Q4	$4.89M	Sell	66,453 -9,180	-12%	-$648K	0.03%	344
2023 Q3	$5.28M	Sell	75,633 -7,347	-9%	-$524K	0.02%	324
2023 Q2	$6.03M	Sell	82,980 -245,309	-75%	-$18M	0.01%	365
2023 Q1	$24.2M	Sell	328,289 -505	-0.2%	-$37K	0.49%	42
2022 Q4	$23.6M	Buy	328,794 +33,589	+11%	+$2.41M	0.3%	45
2022 Q3	$21.1M	Buy	295,205 +193,224	+189%	+$14.5M	0.27%	45
2022 Q2	$4.57M	Buy	101,981 +1,704	+2%	+$130K	0.06%	136
2022 Q1	$7.98M	Sell	100,277 -8,857	-8%	-$724K	0.08%	94
2021 Q4	$9.25M	Buy	109,134 +104,774	+2,403%	+$8.92M	0.09%	97
2021 Q3	$372K	Sell	4,360 -11,359	-72%	-$981K	0.01%	742
2021 Q2	$1.35M	Sell	15,719 -5,983	-28%	-$510K	0.02%	282
2021 Q1	$1.84M	Sell	21,702 -2,872	-12%	-$248K	0.03%	185
2020 Q4	$2.17M	Sell	24,574 -20	-0.1%	-$1.76K	0.04%	155
2020 Q3	$2.17M	Buy	24,594 +99	+0.4%	+$8.78K	0.04%	154
2020 Q2	$2.16M	Buy	+24,495	New	+$2.14M	0.05%	143
2019 Q4	–	Sell	-2,370	Closed	-$200K	–	614
2019 Q3	$200K	Buy	+2,370	New	+$199K	0.01%	504
2019 Q2	–	Sell	-2,973	Closed	-$241K	–	630
2019 Q1	$241K	Buy	2,973 +9	+0.3%	+$719	0.01%	326
2018 Q4	$235K	Buy	+2,964	New	+$232K	0.01%	186

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cresset Asset Management's BND Position: Q2 2026 in Review

Cresset Asset Management increased its Vanguard Total Bond Market (BND) stake by 9.2% in Q2 2026, buying an estimated $175K and bringing the position to 28,426 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #660.

Cresset Asset Management first reported a position in BND in Q4 2018 and has held it in 28 quarters since. The position peaked at $24.2M in Q1 2023. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Cresset Asset Management held 28,426 shares of Vanguard Total Bond Market worth $2.09M as of Q2 2026.
Cresset Asset Management bought 2,389 Vanguard Total Bond Market shares in Q2 2026, an estimated $175K.
Vanguard Total Bond Market made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #660 holding.
Cresset Asset Management first reported a position in Vanguard Total Bond Market in Q4 2018 and has held it in 28 quarters since.
Cresset Asset Management's Vanguard Total Bond Market position peaked at $24.2M in Q1 2023.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.