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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cumberland Partners's BND Position: Q1 2026 in Review

Cumberland Partners held its Vanguard Total Bond Market (BND) position steady in Q1 2026 at 16,675 shares worth $1.23M. The position accounts for 0.09% of the portfolio, ranked #115.

Cumberland Partners first reported a position in BND in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.19M in Q4 2021. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Cumberland Partners held 16,675 shares of Vanguard Total Bond Market worth $1.23M as of Q1 2026.
  • Cumberland Partners left its Vanguard Total Bond Market share count unchanged in Q1 2026.
  • Vanguard Total Bond Market made up 0.09% of Cumberland Partners's portfolio in Q1 2026, its #115 holding.
  • Cumberland Partners first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 20 quarters since.
  • Cumberland Partners's Vanguard Total Bond Market position peaked at $2.19M in Q4 2021.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.