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CX Institutional’s Vanguard Total Bond Market BND Stock Holding History

CX Institutional’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
Q3 		$61K Sell
863
-2,379
-73% -$171K ﹤0.01% 977
2026
Q2 		$238K Buy
3,242
+32
+1% +$2.35K 0.01% 701
2026
Q1 		$236K Buy
3,210
+156
+5% +$11.6K 0.01% 676
2025
Q4 		$226K Buy
3,054
+237
+8% +$17.6K 0.01% 673
2025
Q3 		$210K Hold
2,817
– – 0.01% 677
2025
Q2 		$207K Buy
2,817
+52
+2% +$3.78K 0.01% 615
2025
Q1 		$203K Buy
+2,765
New +$201K 0.01% 595
2022
Q3 		– Sell
-215
Closed -$16K – 535
2022
Q2 		$16K Buy
+215
New +$16.4K ﹤0.01% 876
2019
Q3 		– Sell
-136
Closed -$11K – 806
2019
Q2 		$11K Buy
+136
New +$11.1K ﹤0.01% 471
2019
Q1 		– Sell
-5,971
Closed -$473K – 781
2018
Q4 		$473K Sell
5,971
-896
-13% -$70K 0.1% 132
2018
Q3 		$540K Sell
6,867
-605
-8% -$47.8K 0.18% 98
2018
Q2 		$592K Buy
+7,472
New +$591K 0.22% 90

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

CX Institutional's BND Position: Q3 2026 in Review

CX Institutional reduced its Vanguard Total Bond Market (BND) stake by 73% in Q3 2026, selling an estimated $171K and leaving 863 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

CX Institutional first reported a position in BND in Q2 2018 and has held it in 12 quarters since. The position peaked at $592K in Q2 2018. 78 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • CX Institutional held 863 shares of Vanguard Total Bond Market worth $61K as of Q3 2026.
  • CX Institutional sold 2,379 Vanguard Total Bond Market shares in Q3 2026, an estimated $171K.
  • Vanguard Total Bond Market made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #977 holding.
  • CX Institutional first reported a position in Vanguard Total Bond Market in Q2 2018 and has held it in 12 quarters since.
  • CX Institutional's Vanguard Total Bond Market position peaked at $592K in Q2 2018.
  • 78 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.