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Naples Money Management’s Vanguard Total Bond Market BND Stock Holding History

Naples Money Management’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
Q3 		$33.3K Buy
444
+369
+492% +$27.3K 0.03% 108
2024
Q2 		$5.36K Hold
75
– – ﹤0.01% 241
2024
Q1 		$5.45K Hold
75
– – 0.01% 244
2023
Q4 		$5.52K Buy
+75
New +$5.29K 0.01% 254

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
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
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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 $424B AUM 22.96% 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

Naples Money Management's BND Position: Q3 2024 in Review

Naples Money Management increased its Vanguard Total Bond Market (BND) stake by 492% in Q3 2024, buying an estimated $27.3K and bringing the position to 444 shares worth $33.3K. The position accounts for 0.03% of the portfolio, ranked #108.

Naples Money Management first reported a position in BND in Q4 2023 and has held it in 4 quarters since. 1,458 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Naples Money Management held 444 shares of Vanguard Total Bond Market worth $33.3K as of Q3 2024.
  • Naples Money Management bought 369 Vanguard Total Bond Market shares in Q3 2024, an estimated $27.3K.
  • Vanguard Total Bond Market made up 0.03% of Naples Money Management's portfolio in Q3 2024, its #108 holding.
  • Naples Money Management first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 4 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.