J.W. Burns & Co’s Vanguard Total Bond Market BND Stock Holding History

J.W. Burns & Co’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	$1.5M	Sell	20,495 -2,300	-10%	-$169K	0.16%	85
2026 Q1	$1.68M	Sell	22,795 -614	-3%	-$45.6K	0.19%	79
2025 Q4	$1.73M	Sell	23,409 -1,289	-5%	-$95.9K	0.19%	77
2025 Q3	$1.84M	Sell	24,698 -5,075	-17%	-$374K	0.21%	77
2025 Q2	$2.19M	Sell	29,773 -4,407	-13%	-$321K	0.27%	65
2025 Q1	$2.51M	Sell	34,180 -337	-1%	-$24.5K	0.33%	60
2024 Q4	$2.48M	Buy	34,517 +1,342	+4%	+$98.1K	0.32%	61
2024 Q3	$2.49M	Buy	33,175 +1,795	+6%	+$133K	0.32%	63
2024 Q2	$2.26M	Sell	31,380 -2,770	-8%	-$198K	0.31%	65
2024 Q1	$2.48M	Buy	34,150 +312	+0.9%	+$22.6K	0.35%	64
2023 Q4	$2.49M	Sell	33,838 -2,131	-6%	-$150K	0.37%	60
2023 Q3	$2.51M	Buy	+35,969	New	+$2.57M	0.41%	58

Other funds holding BND

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

J.W. Burns & Co's BND Position: Q2 2026 in Review

J.W. Burns & Co reduced its Vanguard Total Bond Market (BND) stake by 10% in Q2 2026, selling an estimated $169K and leaving 20,495 shares worth $1.5M. The position accounts for 0.16% of the portfolio, ranked #85.

J.W. Burns & Co first reported a position in BND in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.51M in Q1 2025. 348 funds tracked by Wall St. Rank hold BND as of Q2 2026.

J.W. Burns & Co held 20,495 shares of Vanguard Total Bond Market worth $1.5M as of Q2 2026.
J.W. Burns & Co sold 2,300 Vanguard Total Bond Market shares in Q2 2026, an estimated $169K.
Vanguard Total Bond Market made up 0.16% of J.W. Burns & Co's portfolio in Q2 2026, its #85 holding.
J.W. Burns & Co first reported a position in Vanguard Total Bond Market in Q3 2023 and has held it in 12 quarters since.
J.W. Burns & Co's Vanguard Total Bond Market position peaked at $2.51M in Q1 2025.
348 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.