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

Burrus 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 		$79.7M Buy
1,085,432
+6,175
+0.6% +$453K 34.59% 1
2026
Q1 		$79.5M Buy
1,079,257
+614,886
+132% +$45.6M 36.38% 1
2025
Q4 		$40.2M Sell
464,371
-554,918
-54% -$41.3M 22.87% 1
2025
Q3 		$75.8M Buy
1,019,289
+3,676
+0.4% +$271K 34.78% 1
2025
Q2 		$74.8M Buy
1,015,613
+5,460
+0.5% +$397K 35.78% 1
2025
Q1 		$74.2M Buy
1,010,153
+30,733
+3% +$2.23M 37.72% 1
2024
Q4 		$70.4M Sell
979,420
-4,333
-0.4% -$317K 36.19% 1
2024
Q3 		$73.9M Buy
983,753
+66,754
+7% +$4.94M 36.61% 1
2024
Q2 		$66.1M Buy
916,999
+6,810
+0.7% +$488K 33.71% 1
2024
Q1 		$66.1M Buy
910,189
+32,978
+4% +$2.39M 33.86% 1
2023
Q4 		$64.5M Sell
877,211
-175,889
-17% -$12.4M 34.07% 1
2023
Q3 		$73.5M Buy
1,053,100
+50,372
+5% +$3.6M 41.76% 1
2023
Q2 		$72.9M Buy
1,002,728
+10,685
+1% +$783K 40.1% 2
2023
Q1 		$73.2M Buy
992,043
+7,694
+0.8% +$563K 41.85% 1
2022
Q4 		$70.7M Buy
984,349
+278,284
+39% +$19.9M 40.97% 1
2022
Q3 		$50.4M Sell
706,065
-9,834
-1% -$736K 31.02% 1
2022
Q2 		$53.9M Sell
715,899
-93,218
-12% -$7.09M 30.92% 1
2022
Q1 		$64.4M Buy
+809,117
New +$66.1M 32.87% 1

Other funds holding BND

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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

Burrus Financial Services increased its Vanguard Total Bond Market (BND) stake by 0.57% in Q2 2026, buying an estimated $453K and bringing the position to 1,085,432 shares worth $79.7M. The position accounts for 34.59% of the portfolio, ranked #1.

Burrus Financial Services first reported a position in BND in Q1 2022 and has held it in 18 quarters since. 395 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Burrus Financial Services held 1,085,432 shares of Vanguard Total Bond Market worth $79.7M as of Q2 2026.
  • Burrus Financial Services bought 6,175 Vanguard Total Bond Market shares in Q2 2026, an estimated $453K.
  • Vanguard Total Bond Market made up 34.59% of Burrus Financial Services's portfolio in Q2 2026, its #1 holding.
  • Burrus Financial Services first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 18 quarters since.
  • 395 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Burrus Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.