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Burney Company’s Vanguard Total Bond Market BND Stock Holding History

Burney 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 		$658K Sell
8,968
-4,331
-33% -$318K 0.02% 416
2026
Q1 		$979K Buy
13,299
+5,421
+69% +$402K 0.03% 340
2025
Q4 		$584K Sell
7,878
-289
-4% -$21.5K 0.02% 413
2025
Q3 		$607K Buy
8,167
+492
+6% +$36.2K 0.02% 388
2025
Q2 		$565K Hold
7,675
– – 0.02% 392
2025
Q1 		$564K Sell
7,675
-2,589
-25% -$188K 0.02% 399
2024
Q4 		$738K Sell
10,264
-854
-8% -$62.4K 0.03% 358
2024
Q3 		$835K Buy
11,118
+629
+6% +$46.5K 0.03% 350
2024
Q2 		$756K Hold
10,489
– – 0.03% 361
2024
Q1 		$762K Sell
10,489
-515
-5% -$37.4K 0.03% 365
2023
Q4 		$809K Sell
11,004
-1,034
-9% -$73K 0.03% 355
2023
Q3 		$840K Sell
12,038
-4,652
-28% -$332K 0.04% 334
2023
Q2 		$1.21M Buy
16,690
+232
+1% +$17K 0.06% 295
2023
Q1 		$1.22M Sell
16,458
-34
-0.2% -$2.49K 0.06% 285
2022
Q4 		$1.18M Sell
16,492
-3,756
-19% -$269K 0.06% 278
2022
Q3 		$1.44M Sell
20,248
-10,243
-34% -$767K 0.08% 244
2022
Q2 		$2.29M Buy
30,491
+5,563
+22% +$423K 0.12% 194
2022
Q1 		$1.98M Buy
24,928
+9,660
+63% +$789K 0.09% 235
2021
Q4 		$1.29M Sell
15,268
-110
-0.7% -$9.37K 0.06% 282
2021
Q3 		$1.31M Buy
15,378
+429
+3% +$37K 0.06% 275
2021
Q2 		$1.28M Buy
14,949
+300
+2% +$25.6K 0.06% 291
2021
Q1 		$1.24M Buy
14,649
+6,625
+83% +$571K 0.06% 288
2020
Q4 		$708K Buy
8,024
+1,097
+16% +$96.5K 0.04% 327
2020
Q3 		$611K Buy
6,927
+1,036
+18% +$91.9K 0.04% 334
2020
Q2 		$520K Buy
5,891
+369
+7% +$32.3K 0.03% 337
2020
Q1 		$471K Buy
5,522
+1,615
+41% +$137K 0.04% 308
2019
Q4 		$328K Buy
+3,907
New +$328K 0.02% 383

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

Burney Company's BND Position: Q2 2026 in Review

Burney Company reduced its Vanguard Total Bond Market (BND) stake by 33% in Q2 2026, selling an estimated $318K and leaving 8,968 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #416.

Burney Company first reported a position in BND in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.29M in Q2 2022. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Burney Company held 8,968 shares of Vanguard Total Bond Market worth $658K as of Q2 2026.
  • Burney Company sold 4,331 Vanguard Total Bond Market shares in Q2 2026, an estimated $318K.
  • Vanguard Total Bond Market made up 0.02% of Burney Company's portfolio in Q2 2026, its #416 holding.
  • Burney Company first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 27 quarters since.
  • Burney Company's Vanguard Total Bond Market position peaked at $2.29M in Q2 2022.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.