Empirical Finance’s Vanguard Total Bond Market BND Stock Holding History

Empirical Finance’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
2020 Q4	–	Sell	-18,951	Closed	-$1.67M	–	327
2020 Q3	$1.67M	Sell	18,951 -251	-1%	-$22.3K	0.36%	73
2020 Q2	$1.7M	Hold	19,202	–	–	0.43%	55
2020 Q1	$1.64M	Hold	19,202	–	–	0.51%	41
2019 Q4	$1.61M	Hold	19,202	–	–	0.39%	43
2019 Q3	$1.62M	Hold	19,202	–	–	0.45%	35
2019 Q2	$1.59M	Sell	19,202 -48	-0.2%	-$3.91K	0.44%	48
2019 Q1	$1.56M	Sell	19,250 -8	-0%	-$639	0.4%	48
2018 Q4	$1.52M	Buy	+19,258	New	+$1.51M	0.45%	37
2018 Q3	–	Sell	-99,953	Closed	-$7.92M	–	156
2018 Q2	$7.92M	Buy	99,953 +80,703	+419%	+$6.38M	2.01%	6
2018 Q1	$1.56M	Sell	19,250 -79,770	-81%	-$6.39M	0.4%	48
2017 Q4	$8.08M	Buy	+99,020	New	+$8.09M	2.66%	6
2017 Q1	–	Sell	-6	Closed	-$1K	–	151
2016 Q4	$1K	Buy	+6	New	+$491	﹤0.01%	673

Other funds holding BND

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Empirical Finance's BND Position: Q4 2020 in Review

Empirical Finance sold out of Vanguard Total Bond Market (BND) in Q4 2020, closing a stake of 18,951 shares — an estimated $1.67M sold.

Empirical Finance first reported a position in BND in Q4 2016 and held it in 12 quarters. The position peaked at $8.08M in Q4 2017. 1,066 funds tracked by Wall St. Rank hold BND as of Q4 2020.

Empirical Finance reported no remaining Vanguard Total Bond Market position as of Q4 2020 after selling out during the quarter.
Empirical Finance sold 18,951 Vanguard Total Bond Market shares in Q4 2020, an estimated $1.67M.
Empirical Finance first reported a position in Vanguard Total Bond Market in Q4 2016 and held it in 12 quarters.
Empirical Finance's Vanguard Total Bond Market position peaked at $8.08M in Q4 2017.
1,066 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2020.

Based on Empirical Finance's 13F filing for Q4 2020, filed 2 Feb 2021.