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Oxford Financial Group’s Vanguard Total Bond Market BND Stock Holding History

Oxford Financial 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
Q3 		– Sell
-3,357
Closed -$242K – 302
2024
Q2 		$242K Buy
+3,357
New +$240K 0.02% 238

Other funds holding BND

Northwestern Mutual Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Oxford Financial Group's BND Position: Q3 2024 in Review

Oxford Financial Group sold out of Vanguard Total Bond Market (BND) in Q3 2024, closing a stake of 3,357 shares — an estimated $242K sold.

Oxford Financial Group first reported a position in BND in Q2 2024 and held it in 1 quarter. The position peaked at $242K in Q2 2024. 1,460 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Oxford Financial Group reported no remaining Vanguard Total Bond Market position as of Q3 2024 after selling out during the quarter.
  • Oxford Financial Group sold 3,357 Vanguard Total Bond Market shares in Q3 2024, an estimated $242K.
  • Oxford Financial Group first reported a position in Vanguard Total Bond Market in Q2 2024 and held it in 1 quarter.
  • Oxford Financial Group's Vanguard Total Bond Market position peaked at $242K in Q2 2024.
  • 1,460 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Oxford Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.