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

Personal 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
Q4 		$9.59M Buy
133,448
+105,767
+382% +$7.58M 0.05% 175
2022
Q3 		$1.97M Buy
27,681
+11,787
+74% +$882K 0.01% 207
2022
Q2 		$1.2M Sell
15,894
-518,491
-97% -$39.5M 0.01% 225
2022
Q1 		$42.5M Buy
534,385
+527,748
+7,952% +$43.1M 0.2% 115
2021
Q4 		$525K Buy
6,637
+3,210
+94% +$273K ﹤0.01% 328
2021
Q3 		$293K Sell
3,427
-1,533
-31% -$132K ﹤0.01% 410
2021
Q2 		$426K Buy
4,960
+1,010
+26% +$86.1K ﹤0.01% 333
2021
Q1 		$335K Buy
3,950
+267
+7% +$23K ﹤0.01% 369
2020
Q4 		$325K Sell
3,683
-3,139
-46% -$276K ﹤0.01% 368
2020
Q3 		$602K Buy
6,822
+3,273
+92% +$290K ﹤0.01% 268
2020
Q2 		$314K Sell
3,549
-3,524
-50% -$308K ﹤0.01% 283
2020
Q1 		$639K Buy
+7,073
New +$601K 0.01% 241
2019
Q1 		– Sell
-8,341
Closed -$661K – 326
2018
Q4 		$661K Buy
+8,341
New +$652K 0.01% 214
2018
Q3 		– Sell
-3,610
Closed -$286K – 296
2018
Q2 		$286K Buy
+3,610
New +$285K ﹤0.01% 246
2017
Q1 		– Sell
-88,635
Closed -$7.16M – 211
2016
Q4 		$7.16M Buy
+88,635
New +$7.26M 0.21% 97
2016
Q3 		– Sell
-5,553
Closed -$468K – 178
2016
Q2 		$468K Buy
5,553
+2,490
+81% +$207K 0.02% 143
2016
Q1 		$254K Sell
3,063
-484,684
-99% -$39.7M 0.01% 146
2015
Q4 		$39.4M Buy
+487,747
New +$39.7M 2.16% 7
2015
Q1 		– Sell
-11,286
Closed -$930K – 141
2014
Q4 		$930K Buy
+11,286
New +$931K 0.1% 98
2014
Q1 		– Sell
-22,982
Closed -$1.84M – 89
2013
Q4 		$1.84M Buy
+22,982
New +$1.86M 0.58% 76

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Personal Capital Advisors's BND Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Total Bond Market (BND) stake by 382% in Q4 2022, buying an estimated $7.58M and bringing the position to 133,448 shares worth $9.59M. The position accounts for 0.05% of the portfolio, ranked #175.

Personal Capital Advisors first reported a position in BND in Q4 2013 and has held it in 20 quarters since. The position peaked at $42.5M in Q1 2022. 1,248 funds tracked by Wall St. Rank hold BND as of Q4 2022.

  • Personal Capital Advisors held 133,448 shares of Vanguard Total Bond Market worth $9.59M as of Q4 2022.
  • Personal Capital Advisors bought 105,767 Vanguard Total Bond Market shares in Q4 2022, an estimated $7.58M.
  • Vanguard Total Bond Market made up 0.05% of Personal Capital Advisors's portfolio in Q4 2022, its #175 holding.
  • Personal Capital Advisors first reported a position in Vanguard Total Bond Market in Q4 2013 and has held it in 20 quarters since.
  • Personal Capital Advisors's Vanguard Total Bond Market position peaked at $42.5M in Q1 2022.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.