Lanham O'Dell & Company’s Vanguard Total Bond Market BND Stock Holding History

Lanham O'Dell & Company’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 Q4	$285K	Buy	3,848 +2	+0.1%	+$149	0.08%	25
2025 Q3	$286K	Buy	3,846 +2	+0.1%	+$147	0.09%	24
2025 Q2	$283K	Buy	3,844 +2	+0.1%	+$145	0.12%	24
2025 Q1	$282K	Hold	3,842	–	–	0.16%	20
2024 Q4	$276K	Buy	3,842 +3	+0.1%	+$219	0.15%	20
2024 Q3	$288K	Sell	3,839 -49,153	-93%	-$3.64M	0.16%	19
2024 Q2	$743K	Sell	52,992 -4,899	-8%	-$351K	0.42%	9
2024 Q1	$863K	Buy	57,891 +52,971	+1,077%	+$3.84M	0.44%	9
2023 Q4	$362K	Buy	+4,920	New	+$347K	0.25%	19
2022 Q3	–	Sell	-3,814	Closed	-$287K	–	30
2022 Q2	$287K	Buy	+3,814	New	+$290K	1.43%	11

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Lanham O'Dell & Company's BND Position: Q4 2025 in Review

Lanham O'Dell & Company increased its Vanguard Total Bond Market (BND) stake by 0.05% in Q4 2025, buying an estimated $149 and bringing the position to 3,848 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #25.

Lanham O'Dell & Company first reported a position in BND in Q2 2022 and has held it in 10 quarters since. The position peaked at $863K in Q1 2024. 1,788 funds tracked by Wall St. Rank hold BND as of Q4 2025.

Lanham O'Dell & Company held 3,848 shares of Vanguard Total Bond Market worth $285K as of Q4 2025.
Lanham O'Dell & Company bought 2 Vanguard Total Bond Market shares in Q4 2025, an estimated $149.
Vanguard Total Bond Market made up 0.08% of Lanham O'Dell & Company's portfolio in Q4 2025, its #25 holding.
Lanham O'Dell & Company first reported a position in Vanguard Total Bond Market in Q2 2022 and has held it in 10 quarters since.
Lanham O'Dell & Company's Vanguard Total Bond Market position peaked at $863K in Q1 2024.
1,788 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Lanham O'Dell & Company's 13F filing for Q4 2025, filed 12 Jan 2026.