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Apexium Financial’s Vanguard Total Bond Market BND Stock Holding History

Apexium Financial’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
2025
Q3 		$17.1M Buy
230,015
+20,489
+10% +$1.51M 0.83% 18
2025
Q2 		$15.4M Buy
209,526
+61,866
+42% +$4.5M 0.82% 18
2025
Q1 		$10.8M Buy
147,660
+33,497
+29% +$2.43M 0.65% 27
2024
Q4 		$8.21M Buy
114,163
+16,874
+17% +$1.23M 0.5% 29
2024
Q3 		$7.31M Buy
97,289
+21,868
+29% +$1.62M 0.48% 29
2024
Q2 		$5.43M Buy
75,421
+7,689
+11% +$551K 0.39% 35
2024
Q1 		$4.92M Buy
67,732
+2,841
+4% +$206K 0.37% 37
2023
Q4 		$4.77M Buy
64,891
+5,442
+9% +$384K 0.34% 41
2023
Q3 		$4.15M Buy
59,449
+6,536
+12% +$467K 0.42% 35
2023
Q2 		$3.85M Sell
52,913
-235
-0.4% -$17.2K 0.34% 37
2023
Q1 		$3.92M Buy
53,148
+3,905
+8% +$286K 0.38% 35
2022
Q4 		$3.54M Buy
49,243
+7,301
+17% +$523K 0.37% 37
2022
Q3 		$2.99M Buy
41,942
+32,656
+352% +$2.44M 0.37% 37
2022
Q2 		$699K Buy
9,286
+6,325
+214% +$481K 0.4% 42
2022
Q1 		$249K Sell
2,961
-180
-6% -$14.7K 0.13% 83
2021
Q4 		$266K Hold
3,141
– – 0.14% 81
2021
Q3 		$268K Buy
3,141
+672
+27% +$58K 0.15% 74
2021
Q2 		$212K Buy
+2,469
New +$211K 0.13% 76

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apexium Financial's BND Position: Q3 2025 in Review

Apexium Financial increased its Vanguard Total Bond Market (BND) stake by 9.8% in Q3 2025, buying an estimated $1.51M and bringing the position to 230,015 shares worth $17.1M. The position accounts for 0.83% of the portfolio, ranked #18.

Apexium Financial first reported a position in BND in Q2 2021 and has held it in 18 quarters since. 1,651 funds tracked by Wall St. Rank hold BND as of Q3 2025.

  • Apexium Financial held 230,015 shares of Vanguard Total Bond Market worth $17.1M as of Q3 2025.
  • Apexium Financial bought 20,489 Vanguard Total Bond Market shares in Q3 2025, an estimated $1.51M.
  • Vanguard Total Bond Market made up 0.83% of Apexium Financial's portfolio in Q3 2025, its #18 holding.
  • Apexium Financial first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 18 quarters since.
  • 1,651 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.