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Annis Gardner Whiting Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

Annis Gardner Whiting 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 		$1.29M Sell
17,613
-298
-2% -$21.9K 0.19% 94
2026
Q1 		$1.32M Buy
17,911
+1,493
+9% +$111K 0.21% 81
2025
Q4 		$1.22M Sell
16,418
-52
-0.3% -$3.87K 0.23% 79
2025
Q3 		$1.22M Buy
16,470
+87
+0.5% +$6.41K 0.25% 69
2025
Q2 		$1.21M Sell
16,383
-2,301
-12% -$167K 0.42% 44
2025
Q1 		$1.37M Sell
18,684
-7,709
-29% -$559K 0.58% 35
2024
Q4 		$1.9M Buy
26,393
+8,247
+45% +$603K 0.53% 33
2024
Q3 		$1.36M Sell
18,146
-3,096
-15% -$229K 0.38% 47
2024
Q2 		$1.53M Buy
21,242
+20,216
+1,970% +$1.45M 0.44% 40
2024
Q1 		$74.5K Buy
1,026
+100
+11% +$7.26K 0.03% 328
2023
Q4 		$68.1K Buy
926
+310
+50% +$21.9K 0.03% 268
2023
Q3 		$43K Buy
+616
New +$44K 0.02% 298

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's BND Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Vanguard Total Bond Market (BND) stake by 1.7% in Q2 2026, selling an estimated $21.9K and leaving 17,613 shares worth $1.29M. The position accounts for 0.19% of the portfolio, ranked #94.

Annis Gardner Whiting Capital Advisors first reported a position in BND in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.9M in Q4 2024. 1,827 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 17,613 shares of Vanguard Total Bond Market worth $1.29M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors sold 298 Vanguard Total Bond Market shares in Q2 2026, an estimated $21.9K.
  • Vanguard Total Bond Market made up 0.19% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #94 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 12 quarters since.
  • Annis Gardner Whiting Capital Advisors's Vanguard Total Bond Market position peaked at $1.9M in Q4 2024.
  • 1,827 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.