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McCutchen Group’s Vanguard Total Bond Market BND Stock Holding History

McCutchen 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
2022
Q3 		$10M Buy
140,434
+54
+0% +$4.04K 2.16% 13
2022
Q2 		$10.6M Buy
140,380
+4,902
+4% +$373K 2.14% 13
2022
Q1 		$10.8M Buy
135,478
+16,976
+14% +$1.39M 1.88% 13
2021
Q4 		$10M Buy
118,502
+2,479
+2% +$211K 1.71% 14
2021
Q3 		$9.91M Buy
116,023
+1,952
+2% +$169K 1.81% 14
2021
Q2 		$9.8M Sell
114,071
-8,813
-7% -$752K 1.8% 14
2021
Q1 		$10.4M Buy
122,884
+2,221
+2% +$192K 2.09% 13
2020
Q4 		$10.6M Sell
120,663
-3,186
-3% -$280K 2.3% 13
2020
Q3 		$10.9M Buy
123,849
+1,990
+2% +$176K 2.7% 13
2020
Q2 		$10.8M Sell
121,859
-5,888
-5% -$515K 2.89% 13
2020
Q1 		$10.9M Sell
127,747
-72,853
-36% -$6.19M 3.41% 12
2019
Q4 		$16.8M Buy
200,600
+5,427
+3% +$456K 4.58% 8
2019
Q3 		$16.5M Buy
195,173
+6,389
+3% +$536K 4.85% 8
2019
Q2 		$15.7M Buy
188,784
+40,947
+28% +$3.34M 4.83% 8
2019
Q1 		$12M Buy
147,837
+11,526
+8% +$920K 4% 9
2018
Q4 		$10.8M Buy
136,311
+12,341
+10% +$965K 4.03% 10
2018
Q3 		$9.76M Buy
123,970
+16,726
+16% +$1.32M 3.18% 9
2018
Q2 		$8.49M Buy
107,244
+3,026
+3% +$239K 2.91% 10
2018
Q1 		$8.33M Buy
104,218
+2,102
+2% +$168K 2.89% 11
2017
Q4 		$8.33M Sell
102,116
-3,311
-3% -$270K 2.91% 11
2017
Q3 		$8.64M Buy
105,427
+1,473
+1% +$121K 3.04% 10
2017
Q2 		$8.51M Sell
103,954
-17,109
-14% -$1.4M 3.2% 10
2017
Q1 		$9.82M Buy
121,063
+1,949
+2% +$158K 3.9% 8
2016
Q4 		$9.62M Buy
119,114
+127
+0.1% +$10.4K 4.07% 8
2016
Q3 		$10M Buy
118,987
+2,076
+2% +$175K 4.18% 8
2016
Q2 		$9.86M Sell
116,911
-3,054
-3% -$254K 4.52% 8
2016
Q1 		$9.93M Sell
119,965
-4,031
-3% -$330K 4.72% 8
2015
Q4 		$10M Sell
123,996
-4,073
-3% -$331K 5.05% 7
2015
Q3 		$10.5M Buy
128,069
+2,190
+2% +$178K 5.26% 8
2015
Q2 		$10.2M Sell
125,879
-29
-0% -$2.38K 4.8% 8
2015
Q1 		$10.5M Buy
125,908
+1,915
+2% +$159K 5.17% 8
2014
Q4 		$10.2M Buy
+123,993
New +$10.2M 5.4% 8

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McCutchen Group's BND Position: Q3 2022 in Review

McCutchen Group increased its Vanguard Total Bond Market (BND) stake by 0.04% in Q3 2022, buying an estimated $4.04K and bringing the position to 140,434 shares worth $10M. The position accounts for 2.16% of the portfolio, ranked #13.

McCutchen Group first reported a position in BND in Q4 2014 and has held it in 32 quarters since. The position peaked at $16.8M in Q4 2019. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

  • McCutchen Group held 140,434 shares of Vanguard Total Bond Market worth $10M as of Q3 2022.
  • McCutchen Group bought 54 Vanguard Total Bond Market shares in Q3 2022, an estimated $4.04K.
  • Vanguard Total Bond Market made up 2.16% of McCutchen Group's portfolio in Q3 2022, its #13 holding.
  • McCutchen Group first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 32 quarters since.
  • McCutchen Group's Vanguard Total Bond Market position peaked at $16.8M in Q4 2019.
  • 1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on McCutchen Group's 13F filing for Q3 2022, filed 2 Nov 2022.