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Portfolio Solutions’s Vanguard Total Bond Market BND Stock Holding History

Portfolio Solutions’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
Q3 		$22M Buy
307,842
+127,245
+70% +$9.52M 2.77% 7
2022
Q2 		$13.6M Buy
180,597
+114,931
+175% +$8.75M 1.74% 7
2022
Q1 		$5.22M Buy
65,666
+39,216
+148% +$3.2M 0.67% 16
2021
Q4 		$2.24M Buy
26,450
+9,720
+58% +$828K 0.27% 16
2021
Q3 		$1.43M Buy
16,730
+3,446
+26% +$297K 0.18% 17
2021
Q2 		$1.15M Buy
13,284
+6,262
+89% +$534K 0.13% 18
2021
Q1 		$595K Sell
7,022
-62
-0.9% -$5.35K 0.07% 23
2020
Q4 		$625K Sell
7,084
-18,136
-72% -$1.6M 0.08% 23
2020
Q3 		$2.23M Buy
25,220
+3,456
+16% +$306K 0.31% 21
2020
Q2 		$1.92M Sell
21,764
-1,021
-4% -$89.3K 0.27% 21
2020
Q1 		$1.95M Buy
22,785
+3,046
+15% +$259K 0.32% 19
2019
Q4 		$1.66M Buy
19,739
+12,581
+176% +$1.06M 0.22% 19
2019
Q3 		$604K Buy
7,158
+887
+14% +$74.4K 0.09% 21
2019
Q2 		$521K Buy
6,271
+61
+1% +$4.97K 0.07% 22
2019
Q1 		$504K Sell
6,210
-2,999
-33% -$240K 0.07% 23
2018
Q4 		$729K Buy
9,209
+905
+11% +$70.7K 0.11% 24
2018
Q3 		$651K Buy
8,304
+5,428
+189% +$429K 0.09% 21
2018
Q2 		$228K Sell
2,876
-2,445
-46% -$193K 0.03% 33
2018
Q1 		$425K Buy
5,321
+385
+8% +$30.8K 0.06% 27
2017
Q4 		$403K Buy
4,936
+502
+11% +$41K 0.05% 27
2017
Q3 		$363K Buy
4,434
+1,858
+72% +$152K 0.05% 27
2017
Q2 		$211K Buy
2,576
+474
+23% +$38.7K 0.03% 40
2017
Q1 		$170K Sell
2,102
-1,203
-36% -$97.3K 0.02% 35
2016
Q4 		$267K Sell
3,305
-63
-2% -$5.16K 0.04% 30
2016
Q3 		$283K Buy
+3,368
New +$284K 0.04% 27

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Portfolio Solutions's BND Position: Q3 2022 in Review

Portfolio Solutions increased its Vanguard Total Bond Market (BND) stake by 70% in Q3 2022, buying an estimated $9.52M and bringing the position to 307,842 shares worth $22M. The position accounts for 2.77% of the portfolio, ranked #7.

Portfolio Solutions first reported a position in BND in Q3 2016 and has held it in 25 quarters since. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

  • Portfolio Solutions held 307,842 shares of Vanguard Total Bond Market worth $22M as of Q3 2022.
  • Portfolio Solutions bought 127,245 Vanguard Total Bond Market shares in Q3 2022, an estimated $9.52M.
  • Vanguard Total Bond Market made up 2.77% of Portfolio Solutions's portfolio in Q3 2022, its #7 holding.
  • Portfolio Solutions first reported a position in Vanguard Total Bond Market in Q3 2016 and has held it in 25 quarters since.
  • 1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.