Banque Cantonale Vaudoise’s Vanguard Total Bond Market BND Stock Holding History

Banque Cantonale Vaudoise’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
2024 Q3	–	Sell	-900	Closed	-$65K	–	780
2024 Q2	$65K	Sell	900 -100	-10%	-$7.16K	﹤0.01%	753
2024 Q1	$73K	Sell	1,000 -1,000	-50%	-$72.6K	﹤0.01%	726
2023 Q4	$147K	Buy	+2,000	New	+$141K	0.01%	630
2023 Q3	–	Sell	-2,000	Closed	-$145K	–	1183
2023 Q2	$145K	Buy	2,000 +1,000	+100%	+$73.3K	0.01%	784
2023 Q1	$74K	Buy	+1,000	New	+$73.2K	﹤0.01%	901

Other funds holding BND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Banque Cantonale Vaudoise's BND Position: Q3 2024 in Review

Banque Cantonale Vaudoise sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 900 shares — an estimated $65K sold.

Banque Cantonale Vaudoise first reported a position in BND in Q1 2023 and held it in 5 quarters. The position peaked at $147K in Q4 2023. 1,460 funds tracked by Wall St. Rank hold BND as of Q3 2024.

Banque Cantonale Vaudoise reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
Banque Cantonale Vaudoise sold 900 Vanguard Total Bond Market shares in Q3 2024, an estimated $65K.
Banque Cantonale Vaudoise first reported a position in Vanguard Total Bond Market in Q1 2023 and held it in 5 quarters.
Banque Cantonale Vaudoise's Vanguard Total Bond Market position peaked at $147K in Q4 2023.
1,460 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Banque Cantonale Vaudoise's 13F filing for Q3 2024, filed 8 Nov 2024.