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Buckingham Strategic Wealth’s Vanguard Total Bond Market BND Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$675K Sell
9,363
-3,597
-28% -$258K 0.01% 408
2024
Q1 		$941K Sell
12,960
-168
-1% -$12.2K 0.01% 347
2023
Q4 		$966K Buy
13,128
+465
+4% +$32.8K 0.01% 331
2023
Q3 		$884K Sell
12,663
-3,953
-24% -$282K 0.01% 309
2023
Q2 		$1.21M Buy
16,616
+3,378
+26% +$247K 0.02% 269
2023
Q1 		$951K Hold
13,238
– – 0.02% 277
2022
Q4 		$951K Sell
13,238
-1,557
-11% -$112K 0.02% 278
2022
Q3 		$1.05M Sell
14,795
-2,263
-13% -$169K 0.02% 255
2022
Q2 		$1.28M Buy
17,058
+5,423
+47% +$413K 0.03% 234
2022
Q1 		$925K Sell
11,635
-5,517
-32% -$451K 0.02% 267
2021
Q4 		$1.45M Sell
17,152
-1,962
-10% -$167K 0.03% 227
2021
Q3 		$1.63M Buy
19,114
+557
+3% +$48.1K 0.03% 195
2021
Q2 		$1.59M Buy
+18,557
New +$1.58M 0.04% 198
2021
Q1 		– Sell
-3,677
Closed -$324K – 550
2020
Q4 		$324K Buy
3,677
+719
+24% +$63.3K 0.02% 404
2020
Q3 		$261K Sell
2,958
-186
-6% -$16.5K 0.02% 408
2020
Q2 		$278K Buy
3,144
+210
+7% +$18.4K 0.03% 326
2020
Q1 		$250K Sell
2,934
-3,056
-51% -$260K 0.02% 381
2019
Q4 		$502K Sell
5,990
-152
-2% -$12.8K 0.05% 246
2019
Q3 		$519K Buy
6,142
+514
+9% +$43.1K 0.06% 225
2019
Q2 		$468K Sell
5,628
-817
-13% -$66.6K 0.05% 253
2019
Q1 		$523K Sell
6,445
-2,115
-25% -$169K 0.07% 215
2018
Q4 		$678K Sell
8,560
-1,570
-15% -$123K 0.1% 156
2018
Q3 		$797K Sell
10,130
-1,384
-12% -$109K 0.12% 135
2018
Q2 		$912K Buy
11,514
+1,473
+15% +$116K 0.15% 128
2018
Q1 		$803K Sell
10,041
-2,114
-17% -$169K 0.16% 128
2017
Q4 		$991K Sell
12,155
-3,527
-22% -$288K 0.21% 104
2017
Q3 		$1.28M Sell
15,682
-3,777
-19% -$310K 0.31% 77
2017
Q2 		$1.59M Sell
19,459
-2,333
-11% -$191K 0.37% 65
2017
Q1 		$1.77M Sell
21,792
-2,149
-9% -$174K 0.51% 41
2016
Q4 		$1.93M Sell
23,941
-1,058
-4% -$86.7K 0.62% 34
2016
Q3 		$2.1M Sell
24,999
-3,420
-12% -$288K 0.71% 28
2016
Q2 		$2.4M Buy
28,419
+1,618
+6% +$134K 0.81% 22
2016
Q1 		$2.22M Buy
26,801
+22,953
+596% +$1.88M 0.73% 27
2015
Q4 		$311K Buy
3,848
+33
+0.9% +$2.69K 0.1% 133
2015
Q3 		$313K Sell
3,815
-1,237
-24% -$101K 0.11% 135
2015
Q2 		$411K Buy
+5,052
New +$415K 0.13% 123
2013
Q4 		– Sell
-4,970
Closed -$402K – 159
2013
Q3 		$402K Buy
4,970
+18
+0.4% +$1.45K 0.21% 76
2013
Q2 		$401K Buy
+4,952
New +$411K 0.23% 73

Other funds holding BND

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Buckingham Strategic Wealth's BND Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Vanguard Total Bond Market (BND) stake by 28% in Q2 2024, selling an estimated $258K and leaving 9,363 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #408.

Buckingham Strategic Wealth first reported a position in BND in Q2 2013 and has held it in 38 quarters since. The position peaked at $2.4M in Q2 2016. 1,440 funds tracked by Wall St. Rank hold BND as of Q2 2024.

  • Buckingham Strategic Wealth held 9,363 shares of Vanguard Total Bond Market worth $675K as of Q2 2024.
  • Buckingham Strategic Wealth sold 3,597 Vanguard Total Bond Market shares in Q2 2024, an estimated $258K.
  • Vanguard Total Bond Market made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #408 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 38 quarters since.
  • Buckingham Strategic Wealth's Vanguard Total Bond Market position peaked at $2.4M in Q2 2016.
  • 1,440 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.