Cumberland Advisors’s Vanguard Total Bond Market BND Stock Holding History

Cumberland Advisors’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	$2.35M	Buy	31,980 +4,425	+16%	+$325K	0.83%	28
2026 Q1	$2.03M	Buy	27,555 +4,190	+18%	+$311K	0.79%	28
2025 Q4	$1.73M	Buy	23,365 +2,380	+11%	+$177K	0.66%	29
2025 Q3	$1.56M	Buy	20,985 +900	+4%	+$66.3K	0.6%	33
2025 Q2	$1.48M	Buy	20,085 +1,080	+6%	+$78.5K	0.62%	32
2025 Q1	$1.4M	Buy	19,005 +5,930	+45%	+$430K	0.63%	32
2024 Q4	$940K	Buy	13,075 +455	+4%	+$33.3K	0.38%	33
2024 Q3	$948K	Buy	12,620 +1,890	+18%	+$140K	0.38%	34
2024 Q2	$773K	Buy	10,730 +6,005	+127%	+$430K	0.32%	38
2024 Q1	$343K	Buy	4,725 +401	+9%	+$29.1K	0.13%	48
2023 Q4	$318K	Buy	4,324 +775	+22%	+$54.7K	0.14%	45
2023 Q3	$248K	Buy	+3,549	New	+$253K	0.11%	50
2021 Q4	–	Sell	-2,520	Closed	-$215K	–	63
2021 Q3	$215K	Buy	+2,520	New	+$218K	0.05%	60

Other funds holding BND

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cumberland Advisors's BND Position: Q2 2026 in Review

Cumberland Advisors increased its Vanguard Total Bond Market (BND) stake by 16% in Q2 2026, buying an estimated $325K and bringing the position to 31,980 shares worth $2.35M. The position accounts for 0.83% of the portfolio, ranked #28.

Cumberland Advisors first reported a position in BND in Q3 2021 and has held it in 13 quarters since. 444 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Cumberland Advisors held 31,980 shares of Vanguard Total Bond Market worth $2.35M as of Q2 2026.
Cumberland Advisors bought 4,425 Vanguard Total Bond Market shares in Q2 2026, an estimated $325K.
Vanguard Total Bond Market made up 0.83% of Cumberland Advisors's portfolio in Q2 2026, its #28 holding.
Cumberland Advisors first reported a position in Vanguard Total Bond Market in Q3 2021 and has held it in 13 quarters since.
444 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.