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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

CX Institutional's BND Position: Q2 2026 in Review

CX Institutional increased its Vanguard Total Bond Market (BND) stake by 1% in Q2 2026, buying an estimated $2.35K and bringing the position to 3,242 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #701.

CX Institutional first reported a position in BND in Q2 2018 and has held it in 11 quarters since. The position peaked at $592K in Q2 2018. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

CX Institutional held 3,242 shares of Vanguard Total Bond Market worth $238K as of Q2 2026.
CX Institutional bought 32 Vanguard Total Bond Market shares in Q2 2026, an estimated $2.35K.
Vanguard Total Bond Market made up 0.01% of CX Institutional's portfolio in Q2 2026, its #701 holding.
CX Institutional first reported a position in Vanguard Total Bond Market in Q2 2018 and has held it in 11 quarters since.
CX Institutional's Vanguard Total Bond Market position peaked at $592K in Q2 2018.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.