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Gratus Capital’s Vanguard Total Bond Market BND Stock Holding History

Gratus Capital’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
-2,992
Closed -$213K – 228
2022
Q3 		$213K Buy
+2,992
New +$224K 0.02% 192
2017
Q1 		– Sell
-14,013
Closed -$1.13M – 178
2016
Q4 		$1.13M Buy
14,013
+1,396
+11% +$114K 0.17% 99
2016
Q3 		$1.06M Buy
+12,617
New +$1.06M 0.16% 101

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Gratus Capital's BND Position: Q4 2022 in Review

Gratus Capital sold out of Vanguard Total Bond Market (BND) in Q4 2022, closing a stake of 2,992 shares — an estimated $213K sold.

Gratus Capital first reported a position in BND in Q3 2016 and held it in 3 quarters. The position peaked at $1.13M in Q4 2016. 1,246 funds tracked by Wall St. Rank hold BND as of Q4 2022.

  • Gratus Capital reported no remaining Vanguard Total Bond Market position as of Q4 2022 after selling out during the quarter.
  • Gratus Capital sold 2,992 Vanguard Total Bond Market shares in Q4 2022, an estimated $213K.
  • Gratus Capital first reported a position in Vanguard Total Bond Market in Q3 2016 and held it in 3 quarters.
  • Gratus Capital's Vanguard Total Bond Market position peaked at $1.13M in Q4 2016.
  • 1,246 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Gratus Capital's 13F filing for Q4 2022, filed 27 Jan 2023.