MAI Capital Management’s Vanguard Total Bond Market BND Stock Holding History

MAI Capital Management’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	$6.24M	Sell	84,952 -3,329	-4%	-$244K	0.02%	426
2026 Q1	$6.5M	Buy	88,281 +34,101	+63%	+$2.53M	0.04%	359
2025 Q4	$4.01M	Sell	54,180 -5,081	-9%	-$378K	0.02%	441
2025 Q3	$4.41M	Buy	59,261 +31,290	+112%	+$2.3M	0.03%	395
2025 Q2	$2.06M	Sell	27,971 -1,549	-5%	-$113K	0.01%	483
2025 Q1	$2.17M	Sell	29,520 -5,473	-16%	-$397K	0.02%	464
2024 Q4	$2.52M	Buy	+34,993	New	+$2.56M	0.02%	436

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

MAI Capital Management's BND Position: Q2 2026 in Review

MAI Capital Management reduced its Vanguard Total Bond Market (BND) stake by 3.8% in Q2 2026, selling an estimated $244K and leaving 84,952 shares worth $6.24M. The position accounts for 0.02% of the portfolio, ranked #426.

MAI Capital Management first reported a position in BND in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.5M in Q1 2026. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

MAI Capital Management held 84,952 shares of Vanguard Total Bond Market worth $6.24M as of Q2 2026.
MAI Capital Management sold 3,329 Vanguard Total Bond Market shares in Q2 2026, an estimated $244K.
Vanguard Total Bond Market made up 0.02% of MAI Capital Management's portfolio in Q2 2026, its #426 holding.
MAI Capital Management first reported a position in Vanguard Total Bond Market in Q4 2024 and has held it in 7 quarters since.
MAI Capital Management's Vanguard Total Bond Market position peaked at $6.5M in Q1 2026.
1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.