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Burton Enright Welch’s Vanguard Total Bond Market BND Stock Holding History

Burton Enright Welch’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 		$553K Sell
7,530
-1,421
-16% -$104K 0.06% 88
2026
Q1 		$659K Buy
8,951
+843
+10% +$62.5K 0.09% 78
2025
Q4 		$601K Sell
8,108
-189
-2% -$14.1K 0.08% 79
2025
Q3 		$617K Sell
8,297
-6,613
-44% -$487K 0.09% 76
2025
Q2 		$1.1M Sell
14,910
-2,053
-12% -$149K 0.19% 53
2025
Q1 		$1.25M Buy
16,963
+33
+0.2% +$2.4K 0.25% 42
2024
Q4 		$1.22M Buy
16,930
+5,683
+51% +$415K 0.26% 39
2024
Q3 		$845K Sell
11,247
-2,041
-15% -$151K 0.18% 45
2024
Q2 		$957K Sell
13,288
-1,731
-12% -$124K 0.22% 42
2024
Q1 		$1.09M Sell
15,019
-2,921
-16% -$212K 0.26% 34
2023
Q4 		$1.32M Sell
17,940
-943
-5% -$66.6K 0.35% 30
2023
Q3 		$1.32M Buy
18,883
+990
+6% +$70.7K 0.41% 25
2023
Q2 		$1.3M Buy
17,893
+2,880
+19% +$211K 0.41% 26
2023
Q1 		$1.11M Buy
15,013
+1,928
+15% +$141K 0.42% 27
2022
Q4 		$940K Buy
13,085
+1,984
+18% +$142K 0.39% 26
2022
Q3 		$792K Sell
11,101
-1,597
-13% -$120K 0.39% 25
2022
Q2 		$956K Sell
12,698
-398
-3% -$30.3K 0.57% 25
2022
Q1 		$1.04M Sell
13,096
-7,352
-36% -$601K 0.57% 24
2021
Q4 		$1.73M Buy
+20,448
New +$1.74M 1.16% 14

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

Burton Enright Welch's BND Position: Q2 2026 in Review

Burton Enright Welch reduced its Vanguard Total Bond Market (BND) stake by 16% in Q2 2026, selling an estimated $104K and leaving 7,530 shares worth $553K. The position accounts for 0.06% of the portfolio, ranked #88.

Burton Enright Welch first reported a position in BND in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.73M in Q4 2021. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Burton Enright Welch held 7,530 shares of Vanguard Total Bond Market worth $553K as of Q2 2026.
  • Burton Enright Welch sold 1,421 Vanguard Total Bond Market shares in Q2 2026, an estimated $104K.
  • Vanguard Total Bond Market made up 0.06% of Burton Enright Welch's portfolio in Q2 2026, its #88 holding.
  • Burton Enright Welch first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 19 quarters since.
  • Burton Enright Welch's Vanguard Total Bond Market position peaked at $1.73M in Q4 2021.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.