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

Alley 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
2021
Q4 		$13.9M Buy
164,117
+13,148
+9% +$1.12M 2.21% 16
2021
Q3 		$12.9M Buy
150,969
+102
+0.1% +$8.81K 2.31% 15
2021
Q2 		$13M Buy
150,867
+8,057
+6% +$687K 2.36% 14
2021
Q1 		$12.1M Buy
142,810
+5,702
+4% +$492K 2.39% 12
2020
Q4 		$12.1M Buy
137,108
+7,005
+5% +$616K 2.51% 12
2020
Q3 		$11.5M Buy
130,103
+1,140
+0.9% +$101K 0.83% 37
2020
Q2 		$11.4M Buy
128,963
+2,641
+2% +$231K 0.88% 38
2020
Q1 		$10.8M Buy
126,322
+6,909
+6% +$587K 1.25% 34
2019
Q4 		$10M Buy
119,413
+3,362
+3% +$283K 2.57% 11
2019
Q3 		$9.8M Buy
116,051
+1,027
+0.9% +$86.1K 2.68% 8
2019
Q2 		$9.55M Buy
115,024
+1,933
+2% +$157K 2.7% 9
2019
Q1 		$9.18M Buy
113,091
+5,042
+5% +$403K 2.7% 7
2018
Q4 		$8.56M Buy
108,049
+2,678
+3% +$209K 2.81% 5
2018
Q3 		$8.29M Buy
105,371
+5,282
+5% +$418K 2.54% 11
2018
Q2 		$7.93M Buy
100,089
+3,567
+4% +$282K 2.67% 6
2018
Q1 		$7.71M Buy
96,522
+8,294
+9% +$664K 2.65% 8
2017
Q4 		$7.2M Buy
88,228
+2,066
+2% +$169K 2.47% 11
2017
Q3 		$7.06M Buy
86,162
+2,286
+3% +$188K 2.57% 7
2017
Q2 		$6.86M Buy
83,876
+2,342
+3% +$191K 2.59% 7
2017
Q1 		$6.61M Buy
81,534
+8,831
+12% +$714K 2.61% 8
2016
Q4 		$5.87M Buy
72,703
+4,079
+6% +$334K 2.58% 7
2016
Q3 		$5.77M Buy
68,624
+2,041
+3% +$172K 2.57% 8
2016
Q2 		$5.61M Buy
66,583
+4,045
+6% +$336K 2.55% 10
2016
Q1 		$5.18M Buy
62,538
+3,645
+6% +$298K 2.49% 9
2015
Q4 		$4.76M Buy
58,893
+11,329
+24% +$922K 2.32% 12
2015
Q3 		$3.9M Buy
47,564
+1,506
+3% +$123K 2.01% 16
2015
Q2 		$3.74M Buy
46,058
+658
+1% +$54.1K 1.84% 17
2015
Q1 		$3.79M Buy
45,400
+10,193
+29% +$848K 1.86% 18
2014
Q4 		$2.9M Buy
+35,207
New +$2.9M 1.49% 28

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alley Company's BND Position: Q4 2021 in Review

Alley Company increased its Vanguard Total Bond Market (BND) stake by 8.7% in Q4 2021, buying an estimated $1.12M and bringing the position to 164,117 shares worth $13.9M. The position accounts for 2.21% of the portfolio, ranked #16.

Alley Company first reported a position in BND in Q4 2014 and has held it in 29 quarters since. 1,242 funds tracked by Wall St. Rank hold BND as of Q4 2021.

  • Alley Company held 164,117 shares of Vanguard Total Bond Market worth $13.9M as of Q4 2021.
  • Alley Company bought 13,148 Vanguard Total Bond Market shares in Q4 2021, an estimated $1.12M.
  • Vanguard Total Bond Market made up 2.21% of Alley Company's portfolio in Q4 2021, its #16 holding.
  • Alley Company first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 29 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2021.

Based on Alley Company's 13F filing for Q4 2021, filed 25 Jan 2022.