BJ
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Brouwer & Janachowski’s Vanguard Total Bond Market BND Stock Holding History

Brouwer & Janachowski’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 		$25.2M Sell
294,340
-19,374
-6% -$1.67M 4.38% 7
2021
Q2 		$26.9M Sell
313,714
-7,081
-2% -$604K 4.68% 7
2021
Q1 		$27.2M Sell
320,795
-2,870
-0.9% -$248K 4.9% 7
2020
Q4 		$28.5M Sell
323,665
-19,396
-6% -$1.71M 5.01% 6
2020
Q3 		$30.3M Sell
343,061
-9,265
-3% -$821K 5.63% 6
2020
Q2 		$31.1M Sell
352,326
-77,218
-18% -$6.75M 5.8% 5
2020
Q1 		$36.7M Sell
429,544
-9,593
-2% -$815K 7.25% 5
2019
Q4 		$36.8M Sell
439,137
-7,477
-2% -$629K 6.11% 6
2019
Q3 		$37.7M Sell
446,614
-14,020
-3% -$1.18M 6.58% 6
2019
Q2 		$38.3M Sell
460,634
-9,183
-2% -$748K 6.59% 7
2019
Q1 		$38.1M Sell
469,817
-64,262
-12% -$5.13M 6.79% 7
2018
Q4 		$42.3M Buy
534,079
+367,550
+221% +$28.7M 7.95% 4
2018
Q3 		$13.1M Buy
+166,529
New +$13.2M 2.33% 14
2015
Q3 		– Sell
-3,666
Closed -$298K – 45
2015
Q2 		$298K Buy
3,666
+68
+2% +$5.59K 0.13% 40
2015
Q1 		$300K Sell
3,598
-309
-8% -$25.7K 0.13% 38
2014
Q4 		$322K Hold
3,907
– – 0.14% 42
2014
Q3 		$320K Hold
3,907
– – 0.15% 41
2014
Q2 		$321K Hold
3,907
– – 0.15% 39
2014
Q1 		$317K Hold
3,907
– – 0.16% 42
2013
Q4 		$313K Buy
+3,907
New +$315K 0.15% 43

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 $374B AUM 17.66% 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

Brouwer & Janachowski's BND Position: Q3 2021 in Review

Brouwer & Janachowski reduced its Vanguard Total Bond Market (BND) stake by 6.2% in Q3 2021, selling an estimated $1.67M and leaving 294,340 shares worth $25.2M. The position accounts for 4.38% of the portfolio, ranked #7.

Brouwer & Janachowski first reported a position in BND in Q4 2013 and has held it in 20 quarters since. The position peaked at $42.3M in Q4 2018. 1,109 funds tracked by Wall St. Rank hold BND as of Q3 2021.

  • Brouwer & Janachowski held 294,340 shares of Vanguard Total Bond Market worth $25.2M as of Q3 2021.
  • Brouwer & Janachowski sold 19,374 Vanguard Total Bond Market shares in Q3 2021, an estimated $1.67M.
  • Vanguard Total Bond Market made up 4.38% of Brouwer & Janachowski's portfolio in Q3 2021, its #7 holding.
  • Brouwer & Janachowski first reported a position in Vanguard Total Bond Market in Q4 2013 and has held it in 20 quarters since.
  • Brouwer & Janachowski's Vanguard Total Bond Market position peaked at $42.3M in Q4 2018.
  • 1,109 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.