AWM
BND icon

Axxcess Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Axxcess Wealth Management’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 		$38M Buy
+518,113
New +$38M 0.61% 38
2026
Q1 		– Sell
-287,153
Closed -$21.3M – 448
2025
Q4 		$21.3M Buy
287,153
+5,697
+2% +$424K 0.37% 55
2025
Q3 		$20.9M Sell
281,456
-4,810
-2% -$354K 0.44% 44
2025
Q2 		$21.1M Sell
286,266
-4,668
-2% -$340K 0.49% 40
2025
Q1 		$21.4M Sell
290,934
-10,676
-4% -$775K 0.57% 37
2024
Q4 		$21.7M Sell
301,610
-4,683
-2% -$342K 0.52% 41
2024
Q3 		$23M Buy
306,293
+4,789
+2% +$354K 0.56% 38
2024
Q2 		$21.7M Buy
301,504
+4,802
+2% +$344K 0.57% 36
2024
Q1 		$21.5M Buy
296,702
+127,088
+75% +$9.22M 0.59% 33
2023
Q4 		$12.5M Sell
169,614
-211,514
-55% -$14.9M 0.36% 57
2023
Q3 		$26.6M Buy
+381,128
New +$27.2M 0.91% 23
2022
Q4 		– Sell
-3,528
Closed -$252K – 616
2022
Q3 		$252K Sell
3,528
-167
-5% -$12.5K 0.02% 444
2022
Q2 		$278K Buy
+3,695
New +$281K 0.03% 414
2022
Q1 		– Sell
-5,123
Closed -$434K – 638
2021
Q4 		$434K Buy
+5,123
New +$436K 0.03% 388

Other funds holding BND

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Axxcess Wealth Management's BND Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 518,113 shares worth $38M. The stake represents 0.61% of the portfolio and ranks #38 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BND as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BND in Q4 2021 and has held it in 14 quarters since. 923 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Axxcess Wealth Management held 518,113 shares of Vanguard Total Bond Market worth $38M as of Q2 2026.
  • Vanguard Total Bond Market was a new Axxcess Wealth Management position in Q2 2026.
  • Vanguard Total Bond Market made up 0.61% of Axxcess Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Axxcess Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 14 quarters since.
  • 923 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.