Annex Advisory Services’s Vanguard Total Bond Market BND Stock Holding History

Annex Advisory Services’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	$905K	Buy	+12,897	New	+$930K	0.01%	215
2025 Q3	–	Sell	-3,856	Closed	-$284K	–	317
2025 Q2	$284K	Buy	+3,856	New	+$280K	0.01%	261
2024 Q3	–	Sell	-4,963	Closed	-$358K	–	289
2024 Q2	$358K	Buy	+4,963	New	+$355K	0.01%	211
2024 Q1	–	Sell	-46,915	Closed	-$3.45M	–	286
2023 Q4	$3.45M	Buy	+46,915	New	+$3.31M	0.14%	93
2022 Q1	–	Sell	-2,733	Closed	-$232K	–	251
2021 Q4	$232K	Buy	+2,733	New	+$233K	0.02%	223
2016 Q2	–	Sell	-3,583	Closed	-$297K	–	117
2016 Q1	$297K	Buy	+3,583	New	+$293K	0.08%	88
2015 Q1	–	Sell	-3,904	Closed	-$322K	–	118
2014 Q4	$322K	Buy	+3,904	New	+$322K	0.1%	62
2013 Q4	–	Sell	-2,593	Closed	-$210K	–	94
2013 Q3	$210K	Sell	2,593 -13,880	-84%	-$1.12M	0.1%	89
2013 Q2	$1.33M	Buy	+16,473	New	+$1.37M	0.74%	29

Other funds holding BND

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Annex Advisory Services's BND Position: Q3 2026 in Review

Annex Advisory Services opened a new position in Vanguard Total Bond Market (BND) in Q3 2026: 12,897 shares worth $905K. The stake represents 0.01% of the portfolio and ranks #215 among its holdings. This is a return to the name: Annex Advisory Services previously reported a position in BND as recently as Q2 2025.

Annex Advisory Services first reported a position in BND in Q2 2013 and has held it in 9 quarters since. The position peaked at $3.45M in Q4 2023. 1,490 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Annex Advisory Services held 12,897 shares of Vanguard Total Bond Market worth $905K as of Q3 2026.
Vanguard Total Bond Market was a new Annex Advisory Services position in Q3 2026.
Vanguard Total Bond Market made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #215 holding.
Annex Advisory Services first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 9 quarters since.
Annex Advisory Services's Vanguard Total Bond Market position peaked at $3.45M in Q4 2023.
1,490 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.