First Capital Advisors Group’s Vanguard Total Bond Market BND Stock Holding History

First Capital Advisors Group’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 Q2	$18.4K	Buy	+253	New	+$18.5K	0.01%	440
2018 Q2	–	Sell	-273	Closed	-$22K	–	242
2018 Q1	$22K	Buy	+273	New	+$21.9K	0.01%	407

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

First Capital Advisors Group's BND Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Vanguard Total Bond Market (BND) in Q2 2023: 253 shares worth $18.4K. The stake represents 0.01% of the portfolio and ranks #440 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in BND as recently as Q1 2018.

First Capital Advisors Group first reported a position in BND in Q1 2018 and has held it in 2 quarters since. The position peaked at $22K in Q1 2018. 1,274 funds tracked by Wall St. Rank hold BND as of Q2 2023.

First Capital Advisors Group held 253 shares of Vanguard Total Bond Market worth $18.4K as of Q2 2023.
Vanguard Total Bond Market was a new First Capital Advisors Group position in Q2 2023.
Vanguard Total Bond Market made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #440 holding.
First Capital Advisors Group first reported a position in Vanguard Total Bond Market in Q1 2018 and has held it in 2 quarters since.
First Capital Advisors Group's Vanguard Total Bond Market position peaked at $22K in Q1 2018.
1,274 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.