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Autus Asset Management’s Vanguard Total Bond Market BND Stock Holding History

Autus Asset Management’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
2022
Q4 		$243K Buy
3,384
+195
+6% +$14K 0.04% 136
2022
Q3 		$228K Hold
3,189
– – 0.04% 132
2022
Q2 		$239K Buy
3,189
+55
+2% +$4.19K 0.04% 134
2022
Q1 		$250K Sell
3,134
-13,430
-81% -$1.1M 0.04% 135
2021
Q4 		$1.4M Sell
16,564
-369
-2% -$31.4K 0.14% 88
2021
Q3 		$1.45M Buy
16,933
+251
+2% +$21.7K 0.16% 85
2021
Q2 		$1.43M Buy
16,682
+227
+1% +$19.4K 0.16% 84
2021
Q1 		$1.4M Buy
16,455
+1,573
+11% +$136K 0.16% 85
2020
Q4 		$1.31M Sell
14,882
-158
-1% -$13.9K 0.17% 83
2020
Q3 		$1.33M Buy
15,040
+35
+0.2% +$3.1K 0.18% 84
2020
Q2 		$1.33M Buy
15,005
+2,906
+24% +$254K 0.19% 82
2020
Q1 		$1.03M Sell
12,099
-2,967
-20% -$252K 0.18% 81
2019
Q4 		$1.26M Hold
15,066
– – 0.18% 82
2019
Q3 		$1.27M Sell
15,066
-75
-0.5% -$6.29K 0.2% 80
2019
Q2 		$1.26M Buy
15,141
+67
+0.4% +$5.46K 0.2% 81
2019
Q1 		$1.22M Buy
15,074
+150
+1% +$12K 0.2% 82
2018
Q4 		$1.18M Buy
14,924
+460
+3% +$36K 0.23% 77
2018
Q3 		$1.14M Sell
14,464
-95
-0.7% -$7.51K 0.19% 82
2018
Q2 		$1.15M Buy
14,559
+73
+0.5% +$5.77K 0.2% 84
2018
Q1 		$1.16M Buy
14,486
+175
+1% +$14K 0.21% 83
2017
Q4 		$1.17M Buy
14,311
+245
+2% +$20K 0.21% 81
2017
Q3 		$1.15M Buy
14,066
+435
+3% +$35.7K 0.22% 80
2017
Q2 		$1.11M Sell
13,631
-52
-0.4% -$4.25K 0.22% 80
2017
Q1 		$1.11M Hold
13,683
– – 0.23% 80
2016
Q4 		$1.1M Buy
13,683
+40
+0.3% +$3.28K 0.24% 80
2016
Q3 		$1.15M Buy
13,643
+415
+3% +$34.9K 0.26% 79
2016
Q2 		$1.11M Buy
13,228
+725
+6% +$60.2K 0.25% 82
2016
Q1 		$1.04M Buy
12,503
+243
+2% +$19.9K 0.25% 86
2015
Q4 		$990K Sell
12,260
-155
-1% -$12.6K 0.25% 89
2015
Q3 		$1.02M Buy
12,415
+233
+2% +$19K 0.31% 71
2015
Q2 		$990K Buy
12,182
+958
+9% +$78.8K 0.28% 76
2015
Q1 		$936K Sell
11,224
-120
-1% -$9.98K 0.26% 77
2014
Q4 		$935K Buy
11,344
+190
+2% +$15.7K 0.29% 67
2014
Q3 		$914K Buy
11,154
+990
+10% +$81.2K 0.31% 68
2014
Q2 		$836K Sell
10,164
-1,997
-16% -$163K 0.29% 67
2014
Q1 		$987K Sell
12,161
-1,646
-12% -$133K 0.37% 59
2013
Q4 		$1.1M Buy
13,807
+1,362
+11% +$110K 0.43% 54
2013
Q3 		$1.01M Sell
12,445
-435
-3% -$35K 0.43% 55
2013
Q2 		$1.04M Buy
+12,880
New +$1.07M 0.47% 52

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Autus Asset Management's BND Position: Q4 2022 in Review

Autus Asset Management increased its Vanguard Total Bond Market (BND) stake by 6.1% in Q4 2022, buying an estimated $14K and bringing the position to 3,384 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #136.

Autus Asset Management first reported a position in BND in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.45M in Q3 2021. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

  • Autus Asset Management held 3,384 shares of Vanguard Total Bond Market worth $243K as of Q4 2022.
  • Autus Asset Management bought 195 Vanguard Total Bond Market shares in Q4 2022, an estimated $14K.
  • Vanguard Total Bond Market made up 0.04% of Autus Asset Management's portfolio in Q4 2022, its #136 holding.
  • Autus Asset Management first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 39 quarters since.
  • Autus Asset Management's Vanguard Total Bond Market position peaked at $1.45M in Q3 2021.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.