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Moller Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History

Moller Wealth Partners’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
Q1 		– Sell
-177,377
Closed -$13M – 52
2023
Q4 		$13M Buy
177,377
+17,584
+11% +$1.24M 3.68% 11
2023
Q3 		$11.2M Sell
159,793
-5,244
-3% -$374K 3.54% 12
2023
Q2 		$12M Sell
165,037
-1,578
-0.9% -$116K 3.66% 11
2023
Q1 		$12.3M Buy
166,615
+6,282
+4% +$460K 3.79% 11
2022
Q4 		$11.5M Buy
160,333
+7,475
+5% +$535K 3.7% 11
2022
Q3 		$10.9M Sell
152,858
-745
-0.5% -$55.8K 3.93% 10
2022
Q2 		$11.6M Buy
153,603
+6,275
+4% +$478K 3.92% 10
2022
Q1 		$11.7M Buy
147,328
+10,315
+8% +$843K 3.64% 10
2021
Q4 		$11.6M Buy
137,013
+138
+0.1% +$11.8K 3.71% 10
2021
Q3 		$11.7M Sell
136,875
-548
-0.4% -$47.3K 3.87% 10
2021
Q2 		$11.8M Buy
137,423
+5,070
+4% +$432K 3.88% 9
2021
Q1 		$11.2M Buy
132,353
+29,357
+29% +$2.53M 3.91% 9
2020
Q4 		$9.08M Buy
102,996
+4,296
+4% +$378K 3.76% 9
2020
Q3 		$8.71M Sell
98,700
-1,587
-2% -$141K 3.9% 10
2020
Q2 		$8.86M Buy
100,287
+6,732
+7% +$589K 3.87% 10
2020
Q1 		$7.99M Sell
93,555
-30,489
-25% -$2.59M 4.13% 11
2019
Q4 		$10.4M Sell
124,044
-1,109
-0.9% -$93.2K 4.61% 10
2019
Q3 		$10.6M Sell
125,153
-5,159
-4% -$432K 5.11% 9
2019
Q2 		$10.8M Buy
130,312
+67,731
+108% +$5.52M 5.55% 9
2019
Q1 		$5.08M Buy
62,581
+35,062
+127% +$2.8M 2.28% 14
2018
Q4 		$2.18M Buy
27,519
+1,165
+4% +$91.1K 1.42% 15
2018
Q3 		$2.07M Buy
26,354
+314
+1% +$24.8K 0.91% 16
2018
Q2 		$2.06M Buy
26,040
+61
+0.2% +$4.82K 0.8% 19
2018
Q1 		$2.08M Buy
25,979
+196
+0.8% +$15.7K 0.9% 18
2017
Q4 		$2.1M Buy
25,783
+948
+4% +$77.4K 0.8% 18
2017
Q3 		$2.04M Buy
24,835
+3,320
+15% +$272K 0.78% 18
2017
Q2 		$1.76M Buy
21,515
+806
+4% +$65.8K 0.74% 19
2017
Q1 		$1.68M Buy
20,709
+2,999
+17% +$243K 0.73% 20
2016
Q4 		$1.43M Buy
17,710
+1,296
+8% +$106K 0.71% 18
2016
Q3 		$1.38M Sell
16,414
-106
-0.6% -$8.92K 0.64% 21
2016
Q2 		$1.39M Sell
16,520
-168,858
-91% -$14M 0.68% 21
2016
Q1 		$15.3M Sell
185,378
-8,244
-4% -$674K 9.01% 5
2015
Q4 		$15.6M Sell
193,622
-1,294
-0.7% -$105K 8.62% 3
2015
Q3 		$16M Buy
194,916
+186,003
+2,087% +$15.2M 14.8% 1
2015
Q2 		$724K Buy
8,913
+24
+0.3% +$1.97K 0.33% 29
2015
Q1 		$741K Sell
8,889
-89
-1% -$7.4K 0.34% 28
2014
Q4 		$739K Sell
8,978
-243
-3% -$20K 0.37% 28
2014
Q3 		$755K Sell
9,221
-4,189
-31% -$344K 0.36% 31
2014
Q2 		$1.1M Buy
13,410
+2,396
+22% +$196K 0.5% 26
2014
Q1 		$894K Sell
11,014
-3,388
-24% -$274K 0.46% 29
2013
Q4 		$1.15M Sell
14,402
-5,056
-26% -$408K 0.62% 25
2013
Q3 		$1.57M Sell
19,458
-8,152
-30% -$656K 0.99% 20
2013
Q2 		$2.23M Buy
+27,610
New +$2.29M 1.63% 13

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Moller Wealth Partners's BND Position: Q1 2024 in Review

Moller Wealth Partners sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 177,377 shares — an estimated $13M sold.

Moller Wealth Partners first reported a position in BND in Q2 2013 and held it in 43 quarters. The position peaked at $16M in Q3 2015. 1,424 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Moller Wealth Partners reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
  • Moller Wealth Partners sold 177,377 Vanguard Total Bond Market shares in Q1 2024, an estimated $13M.
  • Moller Wealth Partners first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 43 quarters.
  • Moller Wealth Partners's Vanguard Total Bond Market position peaked at $16M in Q3 2015.
  • 1,424 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Moller Wealth Partners's 13F filing for Q1 2024, filed 11 Apr 2024.