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

Cumberland Partners’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 		$351K Sell
4,775
-11,900
-71% -$873K 0.02% 146
2026
Q1 		$1.23M Hold
16,675
– – 0.09% 115
2025
Q4 		$1.24M Sell
16,675
-800
-5% -$59.5K 0.08% 128
2025
Q3 		$1.3M Sell
17,475
-1,165
-6% -$85.8K 0.08% 124
2025
Q2 		$1.37M Hold
18,640
– – 0.1% 119
2025
Q1 		$1.37M Sell
18,640
-3,580
-16% -$260K 0.11% 118
2024
Q4 		$1.6M Hold
22,220
– – 0.11% 114
2024
Q3 		$1.67M Sell
22,220
-295
-1% -$21.8K 0.12% 107
2024
Q2 		$1.62M Hold
22,515
– – 0.12% 103
2024
Q1 		$1.64M Sell
22,515
-1,650
-7% -$120K 0.12% 100
2023
Q4 		$1.69M Hold
24,165
– – 0.15% 99
2023
Q3 		$1.69M Sell
24,165
-575
-2% -$41K 0.16% 95
2023
Q2 		$1.8M Sell
24,740
-1,800
-7% -$132K 0.17% 95
2023
Q1 		$1.96M Sell
26,540
-50
-0.2% -$3.66K 0.19% 84
2022
Q4 		$1.91M Buy
26,590
+8,070
+44% +$578K 0.2% 82
2022
Q3 		$1.32M Buy
18,520
+4,840
+35% +$362K 0.14% 90
2022
Q2 		$1.03M Sell
13,680
-10,625
-44% -$809K 0.1% 103
2022
Q1 		$1.93M Sell
24,305
-1,500
-6% -$123K 0.15% 95
2021
Q4 		$2.19M Buy
25,805
+22,000
+578% +$1.87M 0.15% 96
2021
Q3 		$325K Buy
3,805
+1,400
+58% +$121K 0.03% 175
2021
Q2 		$207K Buy
+2,405
New +$205K 0.02% 173

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

Cumberland Partners's BND Position: Q2 2026 in Review

Cumberland Partners reduced its Vanguard Total Bond Market (BND) stake by 71% in Q2 2026, selling an estimated $873K and leaving 4,775 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #146.

Cumberland Partners first reported a position in BND in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.19M in Q4 2021. 1,822 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Cumberland Partners held 4,775 shares of Vanguard Total Bond Market worth $351K as of Q2 2026.
  • Cumberland Partners sold 11,900 Vanguard Total Bond Market shares in Q2 2026, an estimated $873K.
  • Vanguard Total Bond Market made up 0.02% of Cumberland Partners's portfolio in Q2 2026, its #146 holding.
  • Cumberland Partners first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 21 quarters since.
  • Cumberland Partners's Vanguard Total Bond Market position peaked at $2.19M in Q4 2021.
  • 1,822 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.