Permit Capital Advisors’s Vanguard Total Bond Market BND Stock Holding History

Permit Capital Advisors’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 Q1	$540K	Buy	+7,028	New	+$574K	0.21%	55

Other funds holding BND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Permit Capital Advisors's BND Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in Vanguard Total Bond Market (BND) in Q1 2022: 7,028 shares worth $540K. The stake represents 0.21% of the portfolio and ranks #55 among its holdings.

1,205 funds tracked by Wall St. Rank hold BND as of Q1 2022.

Permit Capital Advisors held 7,028 shares of Vanguard Total Bond Market worth $540K as of Q1 2022.
Vanguard Total Bond Market was a new Permit Capital Advisors position in Q1 2022.
Vanguard Total Bond Market made up 0.21% of Permit Capital Advisors's portfolio in Q1 2022, its #55 holding.
1,205 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.