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Ladenburg Thalmann Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$134M Buy
1,602,003
+175,888
+12% +$14.8M 0.84% 14
2019
Q3 		$120M Buy
1,426,115
+131,218
+10% +$11M 0.83% 14
2019
Q2 		$107M Buy
1,294,897
+83,112
+7% +$6.77M 0.77% 16
2019
Q1 		$98.2M Sell
1,211,785
-70,100
-5% -$5.6M 0.75% 16
2018
Q4 		$101M Buy
1,281,885
+467,943
+57% +$36.6M 0.91% 14
2018
Q3 		$64.1M Sell
813,942
-264,987
-25% -$20.9M 0.54% 32
2018
Q2 		$86.2M Hold
1,078,929
– – 0.8% 19
2018
Q1 		$86.2M Buy
1,078,929
+75,104
+7% +$6.01M 0.8% 19
2017
Q4 		$81.9M Buy
1,003,825
+71,420
+8% +$5.83M 0.78% 19
2017
Q3 		$76.4M Buy
932,405
+78,349
+9% +$6.43M 0.83% 15
2017
Q2 		$69.9M Buy
854,056
+55,870
+7% +$4.56M 0.82% 16
2017
Q1 		$64.7M Buy
798,186
+19,918
+3% +$1.61M 0.82% 18
2016
Q4 		$62.9M Buy
778,268
+16,960
+2% +$1.39M 0.87% 14
2016
Q3 		$64M Buy
761,308
+21,679
+3% +$1.82M 0.96% 12
2016
Q2 		$62.4M Buy
739,629
+69,802
+10% +$5.8M 1% 12
2016
Q1 		$55.5M Sell
669,827
-43,878
-6% -$3.59M 0.98% 11
2015
Q4 		$57.6M Buy
713,705
+95,601
+15% +$7.78M 1.07% 10
2015
Q3 		$50.6M Buy
618,104
+26,668
+5% +$2.17M 1.04% 11
2015
Q2 		$48.1M Buy
591,436
+147,081
+33% +$12.1M 0.89% 13
2015
Q1 		$37M Buy
444,355
+130,083
+41% +$10.8M 0.71% 21
2014
Q4 		$25.9M Buy
314,272
+190,355
+154% +$15.7M 0.57% 35
2014
Q3 		$10.2M Buy
123,917
+13,076
+12% +$1.07M 0.28% 82
2014
Q2 		$9.11M Buy
110,841
+3,557
+3% +$291K 0.25% 91
2014
Q1 		$8.71M Buy
107,284
+21,742
+25% +$1.76M 0.25% 83
2013
Q4 		$6.85M Sell
85,542
-569
-0.7% -$45.9K 0.21% 92
2013
Q3 		$6.96M Sell
86,111
-1,345
-2% -$108K 0.24% 90
2013
Q2 		$7.07M Buy
+87,456
New +$7.25M 0.25% 82

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BND Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Vanguard Total Bond Market (BND) stake by 12% in Q4 2019, buying an estimated $14.8M and bringing the position to 1,602,003 shares worth $134M. The position accounts for 0.84% of the portfolio, ranked #14.

Ladenburg Thalmann Financial Services first reported a position in BND in Q2 2013 and has held it in 27 quarters since. 878 funds tracked by Wall St. Rank hold BND as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,602,003 shares of Vanguard Total Bond Market worth $134M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 175,888 Vanguard Total Bond Market shares in Q4 2019, an estimated $14.8M.
  • Vanguard Total Bond Market made up 0.84% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #14 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 27 quarters since.
  • 878 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.