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Berry Group’s Vanguard Total Bond Market BND Stock Holding History

Berry Group’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
2020
Q4 		$312K Buy
3,533
+192
+6% +$16.9K 0.14% 97
2020
Q3 		$295K Buy
3,341
+111
+3% +$9.84K 0.16% 92
2020
Q2 		$285K Hold
3,230
– – 0.18% 86
2020
Q1 		$276K Hold
3,230
– – 0.21% 81
2019
Q4 		$271K Buy
+3,230
New +$272K 0.15% 100

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

Berry Group's BND Position: Q4 2020 in Review

Berry Group increased its Vanguard Total Bond Market (BND) stake by 5.7% in Q4 2020, buying an estimated $16.9K and bringing the position to 3,533 shares worth $312K. The position accounts for 0.14% of the portfolio, ranked #97.

Berry Group first reported a position in BND in Q4 2019 and has held it in 5 quarters since. 1,066 funds tracked by Wall St. Rank hold BND as of Q4 2020.

  • Berry Group held 3,533 shares of Vanguard Total Bond Market worth $312K as of Q4 2020.
  • Berry Group bought 192 Vanguard Total Bond Market shares in Q4 2020, an estimated $16.9K.
  • Vanguard Total Bond Market made up 0.14% of Berry Group's portfolio in Q4 2020, its #97 holding.
  • Berry Group first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 5 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.