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RE Dickinson Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$7.33M Buy
101,890
+7,514
+8% +$549K 4.13% 8
2024
Q3 		$7.09M Buy
94,376
+3,362
+4% +$249K 4% 9
2024
Q2 		$6.56M Buy
91,014
+1,287
+1% +$92.2K 3.99% 9
2024
Q1 		$6.52M Buy
89,727
+31,144
+53% +$2.26M 4.08% 9
2023
Q4 		$4.31M Buy
58,583
+1,864
+3% +$132K 2.86% 13
2023
Q3 		$3.96M Buy
56,719
+3,663
+7% +$262K 2.78% 14
2023
Q2 		$3.86M Buy
53,056
+5,952
+13% +$436K 1.42% 25
2023
Q1 		$3.48M Sell
47,104
-16,536
-26% -$1.21M 1.17% 30
2022
Q4 		$4.57M Buy
63,640
+216
+0.3% +$15.5K 1.89% 18
2022
Q3 		$4.52M Sell
63,424
-2,220
-3% -$166K 3.73% 10
2022
Q2 		$4.95M Buy
65,644
+2,281
+4% +$174K 0.7% 12
2022
Q1 		$5.04M Buy
+63,363
New +$5.18M 3.39% 11

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

RE Dickinson Investment Advisors's BND Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Vanguard Total Bond Market (BND) stake by 8% in Q4 2024, buying an estimated $549K and bringing the position to 101,890 shares worth $7.33M. The position accounts for 4.13% of the portfolio, ranked #8.

RE Dickinson Investment Advisors first reported a position in BND in Q1 2022 and has held it in 12 quarters since. 1,607 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • RE Dickinson Investment Advisors held 101,890 shares of Vanguard Total Bond Market worth $7.33M as of Q4 2024.
  • RE Dickinson Investment Advisors bought 7,514 Vanguard Total Bond Market shares in Q4 2024, an estimated $549K.
  • Vanguard Total Bond Market made up 4.13% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #8 holding.
  • RE Dickinson Investment Advisors first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 12 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.