Legacy Capital Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Legacy Capital Wealth 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	–	Sell	-19,904	Closed	-$1.47M	–	383
2026 Q1	$1.47M	Hold	19,904	–	–	0.3%	64
2025 Q4	$1.47M	Sell	19,904 -251	-1%	-$18.7K	0.32%	58
2025 Q3	$1.5M	Sell	20,155 -503	-2%	-$37K	0.33%	54
2025 Q2	$1.52M	Sell	20,658 -12	-0.1%	-$873	0.35%	52
2025 Q1	$1.52M	Sell	20,670 -2,166	-9%	-$157K	0.37%	45
2024 Q4	$1.64M	Buy	+22,836	New	+$1.67M	0.41%	44
2024 Q3	–	Sell	-3,132	Closed	-$226K	–	360
2024 Q2	$226K	Buy	+3,132	New	+$224K	0.06%	278
2024 Q1	–	Sell	-4,014	Closed	-$295K	–	143
2023 Q4	$295K	Sell	4,014 -2,518	-39%	-$178K	0.08%	217
2023 Q3	$456K	Buy	+6,532	New	+$466K	0.13%	157
2023 Q2	–	Sell	-3,750	Closed	-$277K	–	65
2023 Q1	$277K	Buy	+3,750	New	+$274K	0.08%	201

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

Legacy Capital Wealth Partners's BND Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of Vanguard Total Bond Market (BND) in Q2 2026, closing a stake of 19,904 shares — an estimated $1.47M sold.

Legacy Capital Wealth Partners first reported a position in BND in Q1 2023 and held it in 10 quarters. The position peaked at $1.64M in Q4 2024. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Legacy Capital Wealth Partners reported no remaining Vanguard Total Bond Market position as of Q2 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 19,904 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.47M.
Legacy Capital Wealth Partners first reported a position in Vanguard Total Bond Market in Q1 2023 and held it in 10 quarters.
Legacy Capital Wealth Partners's Vanguard Total Bond Market position peaked at $1.64M in Q4 2024.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.