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Barrett & Company’s Vanguard Total Bond Market BND Stock Holding History

Barrett & 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
2026
Q2 		$500K Buy
6,808
+370
+6% +$27.1K 0.14% 95
2026
Q1 		$474K Sell
6,438
-58
-0.9% -$4.3K 0.16% 86
2025
Q4 		$481K Sell
6,496
-246
-4% -$18.3K 0.16% 88
2025
Q3 		$501K Sell
6,742
-147
-2% -$10.8K 0.17% 87
2025
Q2 		$507K Buy
6,889
+3
+0% +$218 0.19% 83
2025
Q1 		$506K Buy
6,886
+118
+2% +$8.56K 0.22% 77
2024
Q4 		$487K Sell
6,768
-417
-6% -$30.5K 0.21% 78
2024
Q3 		$540K Buy
7,185
+3
+0% +$222 0.23% 75
2024
Q2 		$517K Buy
7,182
+2
+0% +$143 0.23% 73
2024
Q1 		$521K Buy
7,180
+2
+0% +$145 0.25% 70
2023
Q4 		$528K Buy
7,178
+567
+9% +$40K 0.29% 67
2023
Q3 		$461K Sell
6,611
-47
-0.7% -$3.35K 0.27% 71
2023
Q2 		$484K Buy
6,658
+281
+4% +$20.6K 0.28% 71
2023
Q1 		$471K Hold
6,377
– – 0.3% 72
2022
Q4 		$458K Hold
6,377
– – 0.3% 70
2022
Q3 		$458K Buy
+6,377
New +$477K 0.3% 70

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

Barrett & Company's BND Position: Q2 2026 in Review

Barrett & Company increased its Vanguard Total Bond Market (BND) stake by 5.7% in Q2 2026, buying an estimated $27.1K and bringing the position to 6,808 shares worth $500K. The position accounts for 0.14% of the portfolio, ranked #95.

Barrett & Company first reported a position in BND in Q3 2022 and has held it in 16 quarters since. The position peaked at $540K in Q3 2024. 923 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Barrett & Company held 6,808 shares of Vanguard Total Bond Market worth $500K as of Q2 2026.
  • Barrett & Company bought 370 Vanguard Total Bond Market shares in Q2 2026, an estimated $27.1K.
  • Vanguard Total Bond Market made up 0.14% of Barrett & Company's portfolio in Q2 2026, its #95 holding.
  • Barrett & Company first reported a position in Vanguard Total Bond Market in Q3 2022 and has held it in 16 quarters since.
  • Barrett & Company's Vanguard Total Bond Market position peaked at $540K in Q3 2024.
  • 923 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.