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Derby & Company’s Vanguard Total Bond Market BND Stock Holding History

Derby & Company’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 		$8.81M Buy
103,122
+19,431
+23% +$1.68M 1.78% 14
2021
Q2 		$7.19M Buy
83,691
+13,152
+19% +$1.12M 1.5% 16
2021
Q1 		$5.98M Buy
70,539
+19,178
+37% +$1.65M 1.35% 17
2020
Q4 		$4.53M Buy
51,361
+29,167
+131% +$2.57M 1.13% 18
2020
Q3 		$1.96M Buy
22,194
+15,228
+219% +$1.35M 0.56% 23
2020
Q2 		$615K Buy
+6,966
New +$609K 0.2% 34

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Derby & Company's BND Position: Q3 2021 in Review

Derby & Company increased its Vanguard Total Bond Market (BND) stake by 23% in Q3 2021, buying an estimated $1.68M and bringing the position to 103,122 shares worth $8.81M. The position accounts for 1.78% of the portfolio, ranked #14.

Derby & Company first reported a position in BND in Q2 2020 and has held it in 6 quarters since. 1,110 funds tracked by Wall St. Rank hold BND as of Q3 2021.

  • Derby & Company held 103,122 shares of Vanguard Total Bond Market worth $8.81M as of Q3 2021.
  • Derby & Company bought 19,431 Vanguard Total Bond Market shares in Q3 2021, an estimated $1.68M.
  • Vanguard Total Bond Market made up 1.78% of Derby & Company's portfolio in Q3 2021, its #14 holding.
  • Derby & Company first reported a position in Vanguard Total Bond Market in Q2 2020 and has held it in 6 quarters since.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2021.

Based on Derby & Company's 13F filing for Q3 2021, filed 12 Nov 2021.