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American Economic Planning Group’s Vanguard Total Bond Market BND Stock Holding History

American Economic Planning Group’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
2019
Q3 		$3.62M Buy
42,949
+4,370
+11% +$366K 0.99% 11
2019
Q2 		$3.21M Sell
38,579
-1,750
-4% -$143K 0.97% 10
2019
Q1 		$3.27M Sell
40,329
-302,696
-88% -$24.2M 1.02% 10
2018
Q4 		$27.2M Buy
343,025
+242,499
+241% +$19M 8.79% 3
2018
Q3 		$7.91M Sell
100,526
-2,498
-2% -$197K 2.81% 6
2018
Q2 		$8.16M Sell
103,024
-8,980
-8% -$710K 3.02% 6
2018
Q1 		$8.95M Sell
112,004
-328,296
-75% -$26.3M 3.27% 6
2017
Q4 		$35.9M Sell
440,300
-109,732
-20% -$8.96M 13.23% 2
2017
Q3 		$45.1M Buy
550,032
+19,452
+4% +$1.6M 16.97% 2
2017
Q2 		$43.4M Buy
530,580
+9,278
+2% +$758K 17.1% 2
2017
Q1 		$42.3M Sell
521,302
-525
-0.1% -$42.5K 16.99% 2
2016
Q4 		$42.2M Sell
521,827
-114,890
-18% -$9.41M 18.04% 2
2016
Q3 		$53.6M Buy
636,717
+6,930
+1% +$583K 21.51% 2
2016
Q2 		$53.1M Buy
629,787
+5,775
+0.9% +$480K 21.38% 2
2016
Q1 		$51.7M Sell
624,012
-14,630
-2% -$1.2M 20.91% 2
2015
Q4 		$51.6M Buy
638,642
+5,274
+0.8% +$429K 19.95% 2
2015
Q3 		$51.9M Buy
633,368
+13,940
+2% +$1.14M 22.78% 2
2015
Q2 		$50.3M Buy
619,428
+93,409
+18% +$7.68M 20.7% 2
2015
Q1 		$43.9M Sell
526,019
-8,185
-2% -$681K 16.63% 2
2014
Q4 		$44M Sell
534,204
-10,845
-2% -$894K 16.95% 2
2014
Q3 		$44.7M Sell
545,049
-135,151
-20% -$11.1M 17.5% 2
2014
Q2 		$55.9M Buy
680,200
+4,258
+0.6% +$348K 20.51% 2
2014
Q1 		$54.9M Buy
675,942
+222,120
+49% +$18M 21.46% 2
2013
Q4 		$36.3M Sell
453,822
-287,060
-39% -$23.2M 13.18% 2
2013
Q3 		$59.9M Sell
740,882
-377,869
-34% -$30.4M 24.57% 2
2013
Q2 		$90.5M Buy
+1,118,751
New +$92.8M 34.45% 2

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

American Economic Planning Group's BND Position: Q3 2019 in Review

American Economic Planning Group increased its Vanguard Total Bond Market (BND) stake by 11% in Q3 2019, buying an estimated $366K and bringing the position to 42,949 shares worth $3.62M. The position accounts for 0.99% of the portfolio, ranked #11.

American Economic Planning Group first reported a position in BND in Q2 2013 and has held it in 26 quarters since. The position peaked at $90.5M in Q2 2013. 774 funds tracked by Wall St. Rank hold BND as of Q3 2019.

  • American Economic Planning Group held 42,949 shares of Vanguard Total Bond Market worth $3.62M as of Q3 2019.
  • American Economic Planning Group bought 4,370 Vanguard Total Bond Market shares in Q3 2019, an estimated $366K.
  • Vanguard Total Bond Market made up 0.99% of American Economic Planning Group's portfolio in Q3 2019, its #11 holding.
  • American Economic Planning Group first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 26 quarters since.
  • American Economic Planning Group's Vanguard Total Bond Market position peaked at $90.5M in Q2 2013.
  • 774 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.