Brightworth’s Vanguard Total Bond Market BND Stock Holding History

Brightworth’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 Q3	$31.8M	Buy	445,978 +1,461	+0.3%	+$109K	3.41%	5
2022 Q2	$33.5M	Buy	444,517 +15,551	+4%	+$1.18M	3.59%	5
2022 Q1	$34.1M	Buy	428,966 +27,861	+7%	+$2.28M	3.46%	4
2021 Q4	$34M	Buy	401,105 +22,451	+6%	+$1.91M	3.11%	4
2021 Q3	$32.4M	Buy	378,654 +23,603	+7%	+$2.04M	2.93%	4
2021 Q2	$30.5M	Buy	355,051 +44,631	+14%	+$3.81M	2.61%	4
2021 Q1	$26.3M	Buy	310,420 +61,428	+25%	+$5.3M	2.42%	4
2020 Q4	$22M	Buy	248,992 +36,909	+17%	+$3.25M	2.18%	5
2020 Q3	$18.7M	Buy	212,083 +19,180	+10%	+$1.7M	2.08%	5
2020 Q2	$17M	Buy	192,903 +42,364	+28%	+$3.7M	2.37%	6
2020 Q1	$12.8M	Buy	150,539 +142,483	+1,769%	+$12.1M	2.23%	5
2019 Q4	$676K	Buy	+8,056	New	+$677K	0.13%	58
2017 Q1	–	Sell	-4,192	Closed	-$339K	–	41
2016 Q4	$339K	Buy	+4,192	New	+$343K	0.19%	21

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brightworth's BND Position: Q3 2022 in Review

Brightworth increased its Vanguard Total Bond Market (BND) stake by 0.33% in Q3 2022, buying an estimated $109K and bringing the position to 445,978 shares worth $31.8M. The position accounts for 3.41% of the portfolio, ranked #5.

Brightworth first reported a position in BND in Q4 2016 and has held it in 13 quarters since. The position peaked at $34.1M in Q1 2022. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

Brightworth held 445,978 shares of Vanguard Total Bond Market worth $31.8M as of Q3 2022.
Brightworth bought 1,461 Vanguard Total Bond Market shares in Q3 2022, an estimated $109K.
Vanguard Total Bond Market made up 3.41% of Brightworth's portfolio in Q3 2022, its #5 holding.
Brightworth first reported a position in Vanguard Total Bond Market in Q4 2016 and has held it in 13 quarters since.
Brightworth's Vanguard Total Bond Market position peaked at $34.1M in Q1 2022.
1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.