Brophy Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Brophy Wealth Management’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	$278K	Buy	+3,706	New	+$274K	0.1%	178

Other funds holding BND

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Brophy Wealth Management's BND Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Vanguard Total Bond Market (BND) in Q3 2024: 3,706 shares worth $278K. The stake represents 0.1% of the portfolio and ranks #178 among its holdings.

1,457 funds tracked by Wall St. Rank hold BND as of Q3 2024.

Brophy Wealth Management held 3,706 shares of Vanguard Total Bond Market worth $278K as of Q3 2024.
Vanguard Total Bond Market was a new Brophy Wealth Management position in Q3 2024.
Vanguard Total Bond Market made up 0.1% of Brophy Wealth Management's portfolio in Q3 2024, its #178 holding.
1,457 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.