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Madison Investment Holdings’s Vanguard Total Bond Market BND Stock Holding History

Madison Investment Holdings’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
Q3 		$48M Sell
568,412
-20,865
-4% -$1.75M 0.78% 43
2019
Q2 		$49M Sell
589,277
-27,588
-4% -$2.25M 0.86% 43
2019
Q1 		$50.1M Sell
616,865
-48,771
-7% -$3.89M 0.92% 38
2018
Q4 		$52.7M Sell
665,636
-115,202
-15% -$9.01M 1.07% 31
2018
Q3 		$61.5M Sell
780,838
-40,848
-5% -$3.23M 1.05% 25
2018
Q2 		$65.1M Sell
821,686
-35,940
-4% -$2.84M 1.16% 22
2018
Q1 		$68.5M Sell
857,626
-34,471
-4% -$2.76M 1.22% 21
2017
Q4 		$72.8M Buy
892,097
+28,822
+3% +$2.35M 1.24% 19
2017
Q3 		$70.8M Sell
863,275
-8,201
-0.9% -$673K 1.26% 17
2017
Q2 		$71.3M Sell
871,476
-2,793
-0.3% -$228K 1.32% 17
2017
Q1 		$70.9M Buy
874,269
+125
+0% +$10.1K 1.32% 17
2016
Q4 		$70.6M Buy
874,144
+4,151
+0.5% +$340K 1.37% 16
2016
Q3 		$73.2M Buy
869,993
+10,465
+1% +$881K 1.44% 13
2016
Q2 		$72.5M Buy
859,528
+9,932
+1% +$825K 1.5% 10
2016
Q1 		$70.4M Sell
849,596
-37,284
-4% -$3.05M 1.49% 12
2015
Q4 		$71.6M Buy
886,880
+12,864
+1% +$1.05M 1.56% 9
2015
Q3 		$71.6M Sell
874,016
-17,125
-2% -$1.4M 1.57% 8
2015
Q2 		$72.4M Sell
891,141
-47,986
-5% -$3.95M 1.47% 12
2015
Q1 		$78.3M Buy
+939,127
New +$78.1M 1.54% 10
2014
Q2 		– Sell
-772,893
Closed -$62.8M – 222
2014
Q1 		$62.8M Sell
772,893
-39,801
-5% -$3.22M 1.2% 23
2013
Q4 		$65.1M Buy
812,694
+14,376
+2% +$1.16M 1.26% 18
2013
Q3 		$64.6M Sell
798,318
-244,030
-23% -$19.6M 1.37% 15
2013
Q2 		$84.3M Buy
+1,042,348
New +$86.4M 1.84% 6

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Madison Investment Holdings's BND Position: Q3 2019 in Review

Madison Investment Holdings reduced its Vanguard Total Bond Market (BND) stake by 3.5% in Q3 2019, selling an estimated $1.75M and leaving 568,412 shares worth $48M. The position accounts for 0.78% of the portfolio, ranked #43.

Madison Investment Holdings first reported a position in BND in Q2 2013 and has held it in 23 quarters since. The position peaked at $84.3M in Q2 2013. 773 funds tracked by Wall St. Rank hold BND as of Q3 2019.

  • Madison Investment Holdings held 568,412 shares of Vanguard Total Bond Market worth $48M as of Q3 2019.
  • Madison Investment Holdings sold 20,865 Vanguard Total Bond Market shares in Q3 2019, an estimated $1.75M.
  • Vanguard Total Bond Market made up 0.78% of Madison Investment Holdings's portfolio in Q3 2019, its #43 holding.
  • Madison Investment Holdings first reported a position in Vanguard Total Bond Market in Q2 2013 and has held it in 23 quarters since.
  • Madison Investment Holdings's Vanguard Total Bond Market position peaked at $84.3M in Q2 2013.
  • 773 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2019.

Based on Madison Investment Holdings's 13F filing for Q3 2019, filed 13 Nov 2019.