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Crestwood Advisors Group’s Vanguard Total Bond Market BND Stock Holding History

Crestwood Advisors 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
Q2 		$1.03M Sell
14,035
-451
-3% -$33.1K 0.02% 315
2026
Q1 		$1.07M Buy
14,486
+514
+4% +$38.1K 0.02% 297
2025
Q4 		$1.03M Sell
13,972
-399
-3% -$29.7K 0.02% 279
2025
Q3 		$1.07M Buy
14,371
+1,162
+9% +$85.6K 0.02% 283
2025
Q2 		$973K Buy
13,209
+118
+0.9% +$8.58K 0.02% 284
2025
Q1 		$962K Buy
13,091
+3,260
+33% +$237K 0.02% 276
2024
Q4 		$707K Buy
9,831
+3,511
+56% +$257K 0.01% 271
2024
Q3 		$475K Buy
6,320
+2,045
+48% +$151K 0.01% 297
2024
Q2 		$308K Sell
4,275
-4,461
-51% -$319K 0.01% 345
2024
Q1 		$634K Buy
8,736
+395
+5% +$28.7K 0.01% 250
2023
Q4 		$613K Buy
+8,341
New +$589K 0.01% 244
2023
Q2 		– Sell
-3,692
Closed -$273K – 256
2023
Q1 		$273K Buy
3,692
+57
+2% +$4.17K 0.01% 228
2022
Q4 		$261K Sell
3,635
-183
-5% -$13.1K 0.01% 232
2022
Q3 		$272K Buy
+3,818
New +$286K 0.01% 225

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Crestwood Advisors Group's BND Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Vanguard Total Bond Market (BND) stake by 3.1% in Q2 2026, selling an estimated $33.1K and leaving 14,035 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #315.

Crestwood Advisors Group first reported a position in BND in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q3 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Crestwood Advisors Group held 14,035 shares of Vanguard Total Bond Market worth $1.03M as of Q2 2026.
  • Crestwood Advisors Group sold 451 Vanguard Total Bond Market shares in Q2 2026, an estimated $33.1K.
  • Vanguard Total Bond Market made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #315 holding.
  • Crestwood Advisors Group first reported a position in Vanguard Total Bond Market in Q3 2022 and has held it in 14 quarters since.
  • Crestwood Advisors Group's Vanguard Total Bond Market position peaked at $1.07M in Q3 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.