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Berkeley Inc’s Vanguard Total Bond Market BND Stock Holding History

Berkeley Inc’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
Q2 		– Sell
-16,349
Closed -$1.3M – 86
2022
Q1 		$1.3M Sell
16,349
-1,763
-10% -$144K 0.91% 34
2021
Q4 		$1.54M Sell
18,112
-631
-3% -$53.7K 1.02% 32
2021
Q3 		$1.6M Buy
18,743
+106
+0.6% +$9.15K 1.18% 25
2021
Q2 		$1.6M Buy
18,637
+36
+0.2% +$3.07K 1.15% 25
2021
Q1 		$1.58M Sell
18,601
-214
-1% -$18.5K 1.17% 27
2020
Q4 		$1.66M Buy
+18,815
New +$1.66M 1.34% 26

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berkeley Inc's BND Position: Q2 2022 in Review

Berkeley Inc sold out of Vanguard Total Bond Market (BND) in Q2 2022, closing a stake of 16,349 shares — an estimated $1.3M sold.

Berkeley Inc first reported a position in BND in Q4 2020 and held it in 6 quarters. The position peaked at $1.66M in Q4 2020. 1,188 funds tracked by Wall St. Rank hold BND as of Q2 2022.

  • Berkeley Inc reported no remaining Vanguard Total Bond Market position as of Q2 2022 after selling out during the quarter.
  • Berkeley Inc sold 16,349 Vanguard Total Bond Market shares in Q2 2022, an estimated $1.3M.
  • Berkeley Inc first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 6 quarters.
  • Berkeley Inc's Vanguard Total Bond Market position peaked at $1.66M in Q4 2020.
  • 1,188 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2022.

Based on Berkeley Inc's 13F filing for Q2 2022, filed 4 Mar 2025.