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

KHP 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
2018
Q3 		$8.12M Buy
103,110
+5,281
+5% +$417K 4.95% 4
2018
Q2 		$7.75M Buy
97,829
+8,937
+10% +$707K 5.03% 5
2018
Q1 		$7.11M Buy
88,892
+9,172
+12% +$734K 4.92% 5
2017
Q4 		$6.5M Buy
+79,720
New +$6.51M 4.72% 5

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

KHP Capital's BND Position: Q3 2018 in Review

KHP Capital increased its Vanguard Total Bond Market (BND) stake by 5.4% in Q3 2018, buying an estimated $417K and bringing the position to 103,110 shares worth $8.12M. The position accounts for 4.95% of the portfolio, ranked #4.

KHP Capital first reported a position in BND in Q4 2017 and has held it in 4 quarters since. 647 funds tracked by Wall St. Rank hold BND as of Q3 2018.

  • KHP Capital held 103,110 shares of Vanguard Total Bond Market worth $8.12M as of Q3 2018.
  • KHP Capital bought 5,281 Vanguard Total Bond Market shares in Q3 2018, an estimated $417K.
  • Vanguard Total Bond Market made up 4.95% of KHP Capital's portfolio in Q3 2018, its #4 holding.
  • KHP Capital first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 4 quarters since.
  • 647 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.