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Berger Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Berger Financial Group’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 		$4.8M Buy
65,146
+5,420
+9% +$402K 0.27% 85
2025
Q4 		$4.42M Sell
59,726
-16,054
-21% -$1.19M 0.26% 88
2025
Q3 		$5.64M Sell
75,780
-1,981
-3% -$146K 0.34% 73
2025
Q2 		$5.73M Sell
77,761
-3,060
-4% -$223K 0.37% 67
2025
Q1 		$5.94M Sell
80,821
-2,945
-4% -$214K 0.41% 58
2024
Q4 		$6.02M Buy
83,766
+73,790
+740% +$5.39M 0.42% 56
2024
Q3 		$749K Sell
9,976
-4,407
-31% -$326K 0.05% 185
2024
Q2 		$1.04M Sell
14,383
-3,718
-21% -$266K 0.08% 148
2024
Q1 		$1.31M Sell
18,101
-9,703
-35% -$704K 0.11% 130
2023
Q4 		$2.04M Sell
27,804
-2,267
-8% -$160K 0.21% 101
2023
Q3 		$2.1M Buy
30,071
+24,210
+413% +$1.73M 0.24% 93
2023
Q2 		$426K Sell
5,861
-104
-2% -$7.62K 0.05% 176
2023
Q1 		$440K Buy
5,965
+104
+2% +$7.61K 0.05% 171
2022
Q4 		$421K Sell
5,861
-1,660
-22% -$119K 0.06% 170
2022
Q3 		$536K Sell
7,521
-45
-0.6% -$3.37K 0.08% 133
2022
Q2 		$569K Buy
7,566
+109
+1% +$8.29K 0.08% 125
2022
Q1 		$593K Buy
7,457
+453
+6% +$37K 0.08% 135
2021
Q4 		$594K Buy
7,004
+205
+3% +$17.5K 0.08% 137
2021
Q3 		$581K Sell
6,799
-290
-4% -$25K 0.1% 105
2021
Q2 		$609K Sell
7,089
-404
-5% -$34.5K 0.11% 101
2021
Q1 		$635K Sell
7,493
-288
-4% -$24.8K 0.14% 94
2020
Q4 		$686K Buy
+7,781
New +$685K 0.12% 108

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

Berger Financial Group's BND Position: Q1 2026 in Review

Berger Financial Group increased its Vanguard Total Bond Market (BND) stake by 9.1% in Q1 2026, buying an estimated $402K and bringing the position to 65,146 shares worth $4.8M. The position accounts for 0.27% of the portfolio, ranked #85.

Berger Financial Group first reported a position in BND in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.02M in Q4 2024. 1,764 funds tracked by Wall St. Rank hold BND as of Q1 2026.

  • Berger Financial Group held 65,146 shares of Vanguard Total Bond Market worth $4.8M as of Q1 2026.
  • Berger Financial Group bought 5,420 Vanguard Total Bond Market shares in Q1 2026, an estimated $402K.
  • Vanguard Total Bond Market made up 0.27% of Berger Financial Group's portfolio in Q1 2026, its #85 holding.
  • Berger Financial Group first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Vanguard Total Bond Market position peaked at $6.02M in Q4 2024.
  • 1,764 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.