McCarley & Cook Financial Planners’s Vanguard Total Bond Market BND Stock Holding History

McCarley & Cook Financial Planners’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	$372K	Hold	5,307	–	–	0.28%	35
2026 Q2	$390K	Hold	5,307	–	–	0.3%	32
2026 Q1	$391K	Buy	+5,307	New	+$394K	0.34%	31

Other funds holding BND

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

McCarley & Cook Financial Planners's BND Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Vanguard Total Bond Market (BND) position steady in Q3 2026 at 5,307 shares worth $372K. The position accounts for 0.28% of the portfolio, ranked #35.

McCarley & Cook Financial Planners first reported a position in BND in Q1 2026 and has held it in 3 quarters since. The position peaked at $391K in Q1 2026. 578 funds tracked by Wall St. Rank hold BND as of Q3 2026.

McCarley & Cook Financial Planners held 5,307 shares of Vanguard Total Bond Market worth $372K as of Q3 2026.
McCarley & Cook Financial Planners left its Vanguard Total Bond Market share count unchanged in Q3 2026.
Vanguard Total Bond Market made up 0.28% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #35 holding.
McCarley & Cook Financial Planners first reported a position in Vanguard Total Bond Market in Q1 2026 and has held it in 3 quarters since.
McCarley & Cook Financial Planners's Vanguard Total Bond Market position peaked at $391K in Q1 2026.
578 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.