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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
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 $1.56T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's BND Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Vanguard Total Bond Market (BND) stake by 9.1% in Q1 2026, buying an estimated $111K and bringing the position to 17,911 shares worth $1.32M. The position accounts for 0.21% of the portfolio, ranked #81.

Annis Gardner Whiting Capital Advisors first reported a position in BND in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.9M in Q4 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 17,911 shares of Vanguard Total Bond Market worth $1.32M as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 1,493 Vanguard Total Bond Market shares in Q1 2026, an estimated $111K.
  • Vanguard Total Bond Market made up 0.21% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #81 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's Vanguard Total Bond Market position peaked at $1.9M in Q4 2024.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.