Crescent Grove Advisors’s Vanguard Total Bond Market BND Stock Holding History

Crescent Grove Advisors’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 Q4	–	Sell	-3,776	Closed	-$269K	–	276
2022 Q3	$269K	Buy	3,776 +14	+0.4%	+$1.05K	0.03%	219
2022 Q2	$283K	Buy	3,762 +14	+0.4%	+$1.06K	0.03%	213
2022 Q1	$298K	Buy	3,748 +7	+0.2%	+$572	0.03%	228
2021 Q4	$317K	Buy	3,741 +17	+0.5%	+$1.45K	0.03%	226
2021 Q3	$318K	Buy	+3,724	New	+$321K	0.03%	196
2020 Q2	–	Sell	-2,455	Closed	-$210K	–	154
2020 Q1	$210K	Buy	+2,455	New	+$209K	0.05%	124

Other funds holding BND

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Crescent Grove Advisors's BND Position: Q4 2022 in Review

Crescent Grove Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 3,776 shares — an estimated $269K sold.

Crescent Grove Advisors first reported a position in BND in Q1 2020 and held it in 6 quarters. The position peaked at $318K in Q3 2021. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

Crescent Grove Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
Crescent Grove Advisors sold 3,776 Vanguard Total Bond Market shares in Q4 2022, an estimated $269K.
Crescent Grove Advisors first reported a position in Vanguard Total Bond Market in Q1 2020 and held it in 6 quarters.
Crescent Grove Advisors's Vanguard Total Bond Market position peaked at $318K in Q3 2021.
1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Crescent Grove Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.