Stokes Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

Stokes Capital Advisors’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	$433K	Buy	+5,895	New	+$433K	0.09%	81
2022 Q1	–	Sell	-3,446	Closed	-$292K	–	92
2021 Q4	$292K	Buy	3,446 +121	+4%	+$10.3K	0.09%	80
2021 Q3	$284K	Buy	3,325 +178	+6%	+$15.4K	0.09%	78
2021 Q2	$270K	Buy	3,147 +278	+10%	+$23.7K	0.09%	79
2021 Q1	$243K	Buy	2,869 +454	+19%	+$39.2K	0.1%	65
2020 Q4	$213K	Sell	2,415 -1,838	-43%	-$162K	0.09%	69
2020 Q3	$375K	Buy	+4,253	New	+$377K	0.18%	64

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

Stokes Capital Advisors's BND Position: Q2 2026 in Review

Stokes Capital Advisors opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 5,895 shares worth $433K. The stake represents 0.09% of the portfolio and ranks #81 among its holdings. This is a return to the name: Stokes Capital Advisors previously reported a position in BND as recently as Q4 2021.

Stokes Capital Advisors first reported a position in BND in Q3 2020 and has held it in 7 quarters since. 1,823 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Stokes Capital Advisors held 5,895 shares of Vanguard Total Bond Market worth $433K as of Q2 2026.
Vanguard Total Bond Market was a new Stokes Capital Advisors position in Q2 2026.
Vanguard Total Bond Market made up 0.09% of Stokes Capital Advisors's portfolio in Q2 2026, its #81 holding.
Stokes Capital Advisors first reported a position in Vanguard Total Bond Market in Q3 2020 and has held it in 7 quarters since.
1,823 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.