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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
Q2 		$5.38M Buy
73,227
+8,081
+12% +$593K 0.27% 79
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 $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Berger Financial Group's BND Position: Q2 2026 in Review

Berger Financial Group increased its Vanguard Total Bond Market (BND) stake by 12% in Q2 2026, buying an estimated $593K and bringing the position to 73,227 shares worth $5.38M. The position accounts for 0.27% of the portfolio, ranked #79.

Berger Financial Group first reported a position in BND in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.02M in Q4 2024. 1,830 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Berger Financial Group held 73,227 shares of Vanguard Total Bond Market worth $5.38M as of Q2 2026.
  • Berger Financial Group bought 8,081 Vanguard Total Bond Market shares in Q2 2026, an estimated $593K.
  • Vanguard Total Bond Market made up 0.27% of Berger Financial Group's portfolio in Q2 2026, its #79 holding.
  • Berger Financial Group first reported a position in Vanguard Total Bond Market in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Vanguard Total Bond Market position peaked at $6.02M in Q4 2024.
  • 1,830 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.