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Exchange Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Exchange Capital Management’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
2023
Q3 		– Sell
-2,905
Closed -$211K – 177
2023
Q2 		$211K Sell
2,905
-2,450
-46% -$179K 0.04% 173
2023
Q1 		$395K Buy
+5,355
New +$392K 0.08% 143
2018
Q4 		– Sell
-55
Closed -$4K – 145
2018
Q3 		$4K Sell
55
-30
-35% -$2.37K ﹤0.01% 265
2018
Q2 		$7K Hold
85
– – ﹤0.01% 222
2018
Q1 		$7K Sell
85
-438
-84% -$35.1K ﹤0.01% 205
2017
Q4 		$43K Sell
523
-1,273
-71% -$104K 0.01% 151
2017
Q3 		$147K Sell
1,796
-1,689
-48% -$139K 0.05% 124
2017
Q2 		$285K Sell
3,485
-478
-12% -$39K 0.1% 98
2017
Q1 		$321K Sell
3,963
-853
-18% -$69K 0.12% 81
2016
Q4 		$389K Sell
4,816
-1,348
-22% -$110K 0.15% 74
2016
Q3 		$519K Sell
6,164
-232
-4% -$19.5K 0.2% 75
2016
Q2 		$539K Buy
6,396
+647
+11% +$53.8K 0.22% 73
2016
Q1 		$476K Sell
5,749
-232
-4% -$19K 0.21% 71
2015
Q4 		$483K Buy
5,981
+724
+14% +$58.9K 0.2% 75
2015
Q3 		$431K Buy
5,257
+1,077
+26% +$87.8K 0.2% 70
2015
Q2 		$340K Buy
4,180
+1,015
+32% +$83.5K 0.14% 78
2015
Q1 		$264K Buy
3,165
+677
+27% +$56.3K 0.11% 78
2014
Q4 		$204K Buy
2,488
+950
+62% +$78.4K 0.09% 77
2014
Q3 		$126K Buy
+1,538
New +$126K 0.06% 76
2013
Q3 		– Sell
-326
Closed -$26K – 215
2013
Q2 		$26K Buy
+326
New +$27K 0.01% 92

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Exchange Capital Management's BND Position: Q3 2023 in Review

Exchange Capital Management sold out of Vanguard Total Bond Market (BND) in Q3 2023, closing a stake of 2,905 shares — an estimated $211K sold.

Exchange Capital Management first reported a position in BND in Q2 2013 and held it in 20 quarters. The position peaked at $539K in Q2 2016. 1,276 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • Exchange Capital Management reported no remaining Vanguard Total Bond Market position as of Q3 2023 after selling out during the quarter.
  • Exchange Capital Management sold 2,905 Vanguard Total Bond Market shares in Q3 2023, an estimated $211K.
  • Exchange Capital Management first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 20 quarters.
  • Exchange Capital Management's Vanguard Total Bond Market position peaked at $539K in Q2 2016.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on Exchange Capital Management's 13F filing for Q3 2023, filed 30 Oct 2023.