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J. M. Brown & Associates Inc.’s Vanguard Total Bond Market BND Stock Holding History

J. M. Brown & Associates Inc.’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 		$1.02M Buy
+13,962
New +$1.02M 0.59% 48

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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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

J. M. Brown & Associates Inc.'s BND Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 13,962 shares worth $1.02M. The stake represents 0.59% of the portfolio and ranks #48 among its holdings.

635 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • J. M. Brown & Associates Inc. held 13,962 shares of Vanguard Total Bond Market worth $1.02M as of Q2 2026.
  • Vanguard Total Bond Market was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • Vanguard Total Bond Market made up 0.59% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #48 holding.
  • 635 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.