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Essex Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Essex Financial Services’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 		$445K Buy
6,037
+2,277
+61% +$169K 0.02% 489
2025
Q4 		$279K Buy
3,760
+12
+0.3% +$893 0.02% 630
2025
Q3 		$279K Buy
3,748
+8
+0.2% +$589 0.02% 601
2025
Q2 		$275K Buy
3,740
+785
+27% +$57.1K 0.02% 576
2025
Q1 		$217K Sell
2,955
-66
-2% -$4.79K 0.02% 584
2024
Q4 		$217K Hold
3,021
– – 0.02% 584
2024
Q3 		$222K Hold
3,021
– – 0.02% 576
2024
Q2 		$222K Buy
3,021
+152
+5% +$10.9K 0.02% 561
2024
Q1 		$208K Sell
2,869
-507
-15% -$36.8K 0.02% 506
2023
Q4 		$248K Buy
3,376
+489
+17% +$34.5K 0.03% 438
2023
Q3 		$201K Sell
2,887
-810
-22% -$57.8K 0.02% 447
2023
Q2 		$269K Buy
3,697
+810
+28% +$59.3K 0.03% 386
2023
Q1 		$213K Sell
2,887
-68
-2% -$4.98K 0.02% 457
2022
Q4 		$212K Buy
+2,955
New +$212K 0.02% 446
2021
Q4 		– Sell
-3,378
Closed -$289K – 498
2021
Q3 		$289K Sell
3,378
-6,182
-65% -$534K 0.03% 351
2021
Q2 		$810K Hold
9,560
– – 0.12% 181
2021
Q1 		$810K Sell
9,560
-2,799
-23% -$241K 0.15% 152
2020
Q4 		$1.09M Sell
12,359
-303
-2% -$26.7K 0.22% 109
2020
Q3 		$1.12M Buy
12,662
+6,377
+101% +$565K 0.27% 86
2020
Q2 		$555K Buy
+6,285
New +$549K 0.17% 121

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

Essex Financial Services's BND Position: Q1 2026 in Review

Essex Financial Services increased its Vanguard Total Bond Market (BND) stake by 61% in Q1 2026, buying an estimated $169K and bringing the position to 6,037 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #489.

Essex Financial Services first reported a position in BND in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.12M in Q3 2020. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Essex Financial Services held 6,037 shares of Vanguard Total Bond Market worth $445K as of Q1 2026.
  • Essex Financial Services bought 2,277 Vanguard Total Bond Market shares in Q1 2026, an estimated $169K.
  • Vanguard Total Bond Market made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #489 holding.
  • Essex Financial Services first reported a position in Vanguard Total Bond Market in Q2 2020 and has held it in 20 quarters since.
  • Essex Financial Services's Vanguard Total Bond Market position peaked at $1.12M in Q3 2020.
  • 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.