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Berman Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$4.34M Sell
50,853
-242,644
-83% -$20.9M 0.68% 21
2021
Q2 		$25.2M Buy
293,497
+227,887
+347% +$19.4M 4.01% 6
2021
Q1 		$5.56M Sell
65,610
-34,645
-35% -$2.99M 1.16% 13
2020
Q4 		$8.84M Sell
100,255
-17,483
-15% -$1.54M 2.12% 8
2020
Q3 		$10.4M Sell
117,738
-224,783
-66% -$19.9M 2.95% 7
2020
Q2 		$30.3M Buy
342,521
+122,157
+55% +$10.7M 7.94% 3
2020
Q1 		$18.8M Buy
220,364
+8,881
+4% +$754K 6.06% 3
2019
Q4 		$17.7M Buy
211,483
+13,400
+7% +$1.13M 5.11% 6
2019
Q3 		$16.7M Buy
198,083
+66,801
+51% +$5.6M 5.21% 5
2019
Q2 		$10.9M Buy
131,282
+1,246
+1% +$102K 3.46% 10
2019
Q1 		$10.6M Buy
130,036
+619
+0.5% +$49.4K 3.53% 9
2018
Q4 		$10.3M Buy
+129,417
New +$10.1M 4.02% 7
2018
Q3 		– Sell
-127,194
Closed -$10.1M – 111
2018
Q2 		$10.1M Buy
127,194
+873
+0.7% +$69K 3.5% 7
2018
Q1 		$10.1M Sell
126,321
-11,068
-8% -$886K 3.85% 7
2017
Q4 		$11.2M Buy
+137,389
New +$11.2M 3.71% 7

Other funds holding BND

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 $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Berman Capital Advisors's BND Position: Q3 2021 in Review

Berman Capital Advisors reduced its Vanguard Total Bond Market (BND) stake by 83% in Q3 2021, selling an estimated $20.9M and leaving 50,853 shares worth $4.34M. The position accounts for 0.68% of the portfolio, ranked #21.

Berman Capital Advisors first reported a position in BND in Q4 2017 and has held it in 15 quarters since. The position peaked at $30.3M in Q2 2020. 1,110 funds tracked by Wall St. Rank hold BND as of Q3 2021.

  • Berman Capital Advisors held 50,853 shares of Vanguard Total Bond Market worth $4.34M as of Q3 2021.
  • Berman Capital Advisors sold 242,644 Vanguard Total Bond Market shares in Q3 2021, an estimated $20.9M.
  • Vanguard Total Bond Market made up 0.68% of Berman Capital Advisors's portfolio in Q3 2021, its #21 holding.
  • Berman Capital Advisors first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 15 quarters since.
  • Berman Capital Advisors's Vanguard Total Bond Market position peaked at $30.3M in Q2 2020.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.