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

Burkett 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
Q2 		$1.11K Hold
15
– – ﹤0.01% 251
2026
Q1 		$1.1K Sell
15
-41
-73% -$3.04K ﹤0.01% 231
2025
Q4 		$4.15K Buy
+56
New +$4.17K ﹤0.01% 184

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 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Burkett Financial Services's BND Position: Q2 2026 in Review

Burkett Financial Services held its Vanguard Total Bond Market (BND) position steady in Q2 2026 at 15 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Burkett Financial Services first reported a position in BND in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.15K in Q4 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Burkett Financial Services held 15 shares of Vanguard Total Bond Market worth $1.11K as of Q2 2026.
  • Burkett Financial Services left its Vanguard Total Bond Market share count unchanged in Q2 2026.
  • Vanguard Total Bond Market made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #251 holding.
  • Burkett Financial Services first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 3 quarters since.
  • Burkett Financial Services's Vanguard Total Bond Market position peaked at $4.15K in Q4 2025.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.