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W.H. Cornerstone Investments’s Vanguard Total Bond Market BND Stock Holding History

W.H. Cornerstone Investments’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
2025
Q2 		– Sell
-3,133
Closed -$230K – 117
2025
Q1 		$230K Sell
3,133
-2,507
-44% -$182K 0.16% 101
2024
Q4 		$406K Sell
5,640
-15,400
-73% -$1.13M 0.27% 84
2024
Q3 		$1.58M Buy
21,040
+1,923
+10% +$142K 1.07% 17
2024
Q2 		$1.38M Sell
19,117
-15,941
-45% -$1.14M 0.98% 18
2024
Q1 		$2.55M Sell
35,058
-6,104
-15% -$443K 1.83% 13
2023
Q4 		$3.03M Sell
41,162
-9,832
-19% -$694K 2.4% 9
2023
Q3 		$3.56M Buy
50,994
+7,238
+17% +$517K 3.13% 6
2023
Q2 		$3.18M Sell
43,756
-3,139
-7% -$230K 2.84% 6
2023
Q1 		$3.46M Buy
46,895
+2,456
+6% +$180K 3.14% 5
2022
Q4 		$3.29M Buy
44,439
+2,973
+7% +$213K 3.12% 5
2022
Q3 		$2.93M Buy
+41,466
New +$3.1M 3.09% 6

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

W.H. Cornerstone Investments's BND Position: Q2 2025 in Review

W.H. Cornerstone Investments sold out of Vanguard Total Bond Market (BND) in Q2 2025, closing a stake of 3,133 shares — an estimated $230K sold.

W.H. Cornerstone Investments first reported a position in BND in Q3 2022 and held it in 11 quarters. The position peaked at $3.56M in Q3 2023. 1,639 funds tracked by Wall St. Rank hold BND as of Q2 2025.

  • W.H. Cornerstone Investments reported no remaining Vanguard Total Bond Market position as of Q2 2025 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 3,133 Vanguard Total Bond Market shares in Q2 2025, an estimated $230K.
  • W.H. Cornerstone Investments first reported a position in Vanguard Total Bond Market in Q3 2022 and held it in 11 quarters.
  • W.H. Cornerstone Investments's Vanguard Total Bond Market position peaked at $3.56M in Q3 2023.
  • 1,639 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2025.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2025, filed 8 Aug 2025.