Apella Capital
BND icon

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
Q3 		$140M Buy
2,002,610
+181,617
+10% +$13.1M 1.78% 9
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Apella Capital's BND Position: Q3 2026 in Review

Apella Capital increased its Vanguard Total Bond Market (BND) stake by 10% in Q3 2026, buying an estimated $13.1M and bringing the position to 2,002,610 shares worth $140M. The position accounts for 1.78% of the portfolio, ranked #9.

Apella Capital first reported a position in BND in Q1 2020 and has held it in 26 quarters since. 1,302 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Apella Capital held 2,002,610 shares of Vanguard Total Bond Market worth $140M as of Q3 2026.
  • Apella Capital bought 181,617 Vanguard Total Bond Market shares in Q3 2026, an estimated $13.1M.
  • Vanguard Total Bond Market made up 1.78% of Apella Capital's portfolio in Q3 2026, its #9 holding.
  • Apella Capital first reported a position in Vanguard Total Bond Market in Q1 2020 and has held it in 26 quarters since.
  • 1,302 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.