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Apella Capital’s Vanguard Total Bond Market BND Stock Holding History

Apella Capital’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 		$133M Buy
1,820,993
+24,575
+1% +$1.8M 1.87% 9
2026
Q1 		$133M Buy
1,796,418
+142,630
+9% +$10.6M 1.97% 9
2025
Q4 		$122M Buy
1,653,788
+46,512
+3% +$3.46M 2.42% 6
2025
Q3 		$121M Buy
1,607,276
+72,770
+5% +$5.36M 2.68% 5
2025
Q2 		$112M Buy
1,534,506
+34,670
+2% +$2.52M 3.03% 6
2025
Q1 		$109M Sell
1,499,836
-18,989
-1% -$1.38M 3.74% 4
2024
Q4 		$109M Buy
1,518,825
+46,925
+3% +$3.43M 4.19% 3
2024
Q3 		$110M Buy
1,471,900
+153,369
+12% +$11.3M 4.54% 4
2024
Q2 		$95.4M Buy
1,318,531
+160,544
+14% +$11.5M 4.27% 4
2024
Q1 		$83.2M Buy
1,157,987
+245,635
+27% +$17.8M 4.2% 4
2023
Q4 		$66.6M Buy
912,352
+65,955
+8% +$4.66M 3.71% 6
2023
Q3 		$59.1M Buy
846,397
+30,572
+4% +$2.18M 4.17% 6
2023
Q2 		$59.3M Buy
+815,825
New +$59.8M 4.22% 5
2022
Q4 		$46.7M Buy
649,377
+89,669
+16% +$6.42M 4.25% 5
2022
Q3 		$39.9M Buy
559,708
+37,641
+7% +$2.82M 4.65% 5
2022
Q2 		$39.3M Buy
522,067
+31,159
+6% +$2.37M 4.69% 4
2022
Q1 		$39M Buy
490,908
+104,401
+27% +$8.53M 5.5% 2
2021
Q4 		$32.8M Buy
386,507
+105,144
+37% +$8.96M 4.18% 4
2021
Q3 		$24M Buy
281,363
+50,587
+22% +$4.37M 3.46% 7
2021
Q2 		$19.8M Buy
230,776
+64,395
+39% +$5.49M 3.26% 6
2021
Q1 		$14.1M Buy
166,381
+9,661
+6% +$833K 4.44% 4
2020
Q4 		$13.8M Sell
156,720
-8,084
-5% -$711K 4.85% 3
2020
Q3 		$14.5M Buy
164,804
+17,400
+12% +$1.54M 5.84% 2
2020
Q2 		$13M Buy
147,404
+5,662
+4% +$495K 6.07% 2
2020
Q1 		$12.1M Buy
+141,742
New +$12M 7.06% 2

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Apella Capital's BND Position: Q2 2026 in Review

Apella Capital increased its Vanguard Total Bond Market (BND) stake by 1.4% in Q2 2026, buying an estimated $1.8M and bringing the position to 1,820,993 shares worth $133M. The position accounts for 1.87% of the portfolio, ranked #9.

Apella Capital first reported a position in BND in Q1 2020 and has held it in 25 quarters since. The position peaked at $133M in Q1 2026. 348 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Apella Capital held 1,820,993 shares of Vanguard Total Bond Market worth $133M as of Q2 2026.
  • Apella Capital bought 24,575 Vanguard Total Bond Market shares in Q2 2026, an estimated $1.8M.
  • Vanguard Total Bond Market made up 1.87% of Apella Capital's portfolio in Q2 2026, its #9 holding.
  • Apella Capital first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Vanguard Total Bond Market position peaked at $133M in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.