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Aufman Associates’s Vanguard Total Bond Market BND Stock Holding History

Aufman Associates’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
2023
Q3 		– Sell
-12,642
Closed -$919K – 44
2023
Q2 		$919K Sell
12,642
-844
-6% -$61.8K 0.76% 13
2023
Q1 		$996K Buy
+13,486
New +$987K 0.85% 12
2022
Q4 		– Sell
-4,123
Closed -$294K – 45
2022
Q3 		$294K Buy
4,123
+1,004
+32% +$75.1K 0.31% 29
2022
Q2 		$235K Buy
+3,119
New +$237K 0.22% 38

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Aufman Associates's BND Position: Q3 2023 in Review

Aufman Associates sold out of Vanguard Total Bond Market (BND) in Q3 2023, closing a stake of 12,642 shares — an estimated $919K sold.

Aufman Associates first reported a position in BND in Q2 2022 and held it in 4 quarters. The position peaked at $996K in Q1 2023. 1,276 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • Aufman Associates reported no remaining Vanguard Total Bond Market position as of Q3 2023 after selling out during the quarter.
  • Aufman Associates sold 12,642 Vanguard Total Bond Market shares in Q3 2023, an estimated $919K.
  • Aufman Associates first reported a position in Vanguard Total Bond Market in Q2 2022 and held it in 4 quarters.
  • Aufman Associates's Vanguard Total Bond Market position peaked at $996K in Q1 2023.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Aufman Associates's 13F filing for Q3 2023, filed 13 Nov 2023.