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Lake Street Advisors Group’s Vanguard Total Bond Market BND Stock Holding History

Lake Street 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
2024
Q4 		$54.1M Buy
752,360
+79,954
+12% +$5.85M 2.49% 8
2024
Q3 		$50.5M Buy
672,406
+9,842
+1% +$728K 2.33% 9
2024
Q2 		$47.7M Buy
662,564
+26,390
+4% +$1.89M 2.3% 9
2024
Q1 		$46.2M Buy
636,174
+35,803
+6% +$2.6M 2.16% 11
2023
Q4 		$44.2M Buy
600,371
+18,690
+3% +$1.32M 2.22% 10
2023
Q3 		$40.6M Buy
581,681
+20,243
+4% +$1.45M 2.41% 11
2023
Q2 		$40.8M Buy
561,438
+40,761
+8% +$2.99M 2.25% 14
2023
Q1 		$38.4M Buy
520,677
+50,838
+11% +$3.72M 2.38% 14
2022
Q4 		$33.8M Sell
469,839
-54,806
-10% -$3.93M 2.22% 15
2022
Q3 		$37.4M Sell
524,645
-37,717
-7% -$2.82M 2.71% 11
2022
Q2 		$42.3M Buy
562,362
+1,731
+0.3% +$132K 3.02% 12
2022
Q1 		$44.6M Sell
560,631
-38,749
-6% -$3.17M 2.84% 13
2021
Q4 		$50.8M Buy
+599,380
New +$51M 3.2% 10
2021
Q3 		– Sell
-534,000
Closed -$45.9M – 254
2021
Q2 		$45.9M Sell
534,000
-15,451
-3% -$1.32M 3.39% 10
2021
Q1 		$46.5M Buy
549,451
+24,039
+5% +$2.07M 3.79% 9
2020
Q4 		$46.3M Buy
525,412
+43,923
+9% +$3.86M 3.84% 9
2020
Q3 		$42.5M Buy
481,489
+50,435
+12% +$4.47M 4.01% 8
2020
Q2 		$38.1M Buy
431,054
+132,074
+44% +$11.5M 3.86% 9
2020
Q1 		$25.5M Sell
298,980
-2,598
-0.9% -$221K 3.17% 9
2019
Q4 		$25.3M Buy
301,578
+50,271
+20% +$4.23M 2.49% 11
2019
Q3 		$20M Buy
251,307
+17,081
+7% +$1.43M 2.17% 15
2019
Q2 		$19.5M Sell
234,226
-482
-0.2% -$39.3K 2.06% 14
2019
Q1 		$19.1M Buy
234,708
+99,649
+74% +$7.96M 2% 15
2018
Q4 		$10.7M Sell
135,059
-34,761
-20% -$2.72M 1.3% 18
2018
Q3 		$13.4M Sell
169,820
-6,305
-4% -$498K 1.48% 17
2018
Q2 		$13.9M Sell
176,125
-5,414
-3% -$428K 1.39% 18
2018
Q1 		$14.5M Sell
181,539
-3,029
-2% -$242K 1.63% 17
2017
Q4 		$15.1M Buy
+184,568
New +$15.1M 1.7% 16

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lake Street Advisors Group's BND Position: Q4 2024 in Review

Lake Street Advisors Group increased its Vanguard Total Bond Market (BND) stake by 12% in Q4 2024, buying an estimated $5.85M and bringing the position to 752,360 shares worth $54.1M. The position accounts for 2.49% of the portfolio, ranked #8.

Lake Street Advisors Group first reported a position in BND in Q4 2017 and has held it in 28 quarters since. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Lake Street Advisors Group held 752,360 shares of Vanguard Total Bond Market worth $54.1M as of Q4 2024.
  • Lake Street Advisors Group bought 79,954 Vanguard Total Bond Market shares in Q4 2024, an estimated $5.85M.
  • Vanguard Total Bond Market made up 2.49% of Lake Street Advisors Group's portfolio in Q4 2024, its #8 holding.
  • Lake Street Advisors Group first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 28 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.