RCG
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Ruggie Capital Group’s Vanguard Total Bond Market BND Stock Holding History

Ruggie Capital 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
2019
Q1 		– Sell
-304
Closed -$24K – 188
2018
Q4 		$24K Buy
+304
New +$23.8K 0.01% 237

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ruggie Capital Group's BND Position: Q1 2019 in Review

Ruggie Capital Group sold out of Vanguard Total Bond Market (BND) in Q1 2019, closing a stake of 304 shares — an estimated $24K sold.

Ruggie Capital Group first reported a position in BND in Q4 2018 and held it in 1 quarter. The position peaked at $24K in Q4 2018. 748 funds tracked by Wall St. Rank hold BND as of Q1 2019.

  • Ruggie Capital Group reported no remaining Vanguard Total Bond Market position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 304 Vanguard Total Bond Market shares in Q1 2019, an estimated $24K.
  • Ruggie Capital Group first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 1 quarter.
  • Ruggie Capital Group's Vanguard Total Bond Market position peaked at $24K in Q4 2018.
  • 748 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.