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Sanctuary Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Sanctuary Wealth Management’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 		$10.2M Buy
141,850
+8,751
+7% +$640K 6.75% 5
2024
Q3 		$10M Buy
133,099
+18,494
+16% +$1.37M 7.15% 5
2024
Q2 		$8.26M Buy
114,605
+9,933
+9% +$711K 6.25% 5
2024
Q1 		$7.6M Buy
104,672
+56,106
+116% +$4.07M 6.19% 5
2023
Q4 		$3.57M Buy
48,566
+5,292
+12% +$374K 3.46% 6
2023
Q3 		$3.02M Buy
43,274
+2,328
+6% +$166K 3.29% 6
2023
Q2 		$2.98M Buy
+40,946
New +$3M 3.15% 7
2022
Q4 		$3.08M Sell
42,933
-3,365
-7% -$241K 3.6% 3
2022
Q3 		$3.3M Sell
46,298
-4,250
-8% -$318K 4.28% 3
2022
Q2 		$3.8M Sell
50,548
-3,666
-7% -$279K 4.66% 3
2022
Q1 		$4.31M Sell
54,214
-4,703
-8% -$384K 4.75% 5
2021
Q4 		$4.99M Sell
58,917
-5,407
-8% -$461K 5.31% 5
2021
Q3 		$5.5M Buy
64,324
+4,465
+7% +$385K 6.12% 4
2021
Q2 		$5.14M Buy
59,859
+3,647
+6% +$311K 6.16% 2
2021
Q1 		$4.76M Buy
56,212
+13,930
+33% +$1.2M 6.12% 4
2020
Q4 		$3.73M Buy
42,282
+13,567
+47% +$1.19M 4.53% 6
2020
Q3 		$2.53M Buy
28,715
+18,019
+168% +$1.6M 2.46% 8
2020
Q2 		$945K Buy
10,696
+7,678
+254% +$671K 0.99% 11
2020
Q1 		$258K Sell
3,018
-89
-3% -$7.56K 0.34% 16
2019
Q4 		$261K Buy
3,107
+187
+6% +$15.7K 0.29% 19
2019
Q3 		$247K Sell
2,920
-53
-2% -$4.44K 0.25% 21
2019
Q2 		$247K Buy
2,973
+447
+18% +$36.4K 0.23% 25
2019
Q1 		$200K Hold
2,526
– – 0.21% 20
2018
Q4 		$200K Sell
2,526
-368
-13% -$28.8K 0.21% 20
2018
Q3 		$228K Hold
2,894
– – 0.2% 18
2018
Q2 		$229K Sell
2,894
-799
-22% -$63.2K 0.2% 17
2018
Q1 		$295K Sell
3,693
-1,119
-23% -$89.6K 0.25% 14
2017
Q4 		$393K Buy
+4,812
New +$393K 0.36% 11

Other funds holding BND

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanctuary Wealth Management's BND Position: Q4 2024 in Review

Sanctuary Wealth Management increased its Vanguard Total Bond Market (BND) stake by 6.6% in Q4 2024, buying an estimated $640K and bringing the position to 141,850 shares worth $10.2M. The position accounts for 6.75% of the portfolio, ranked #5.

Sanctuary Wealth Management first reported a position in BND in Q4 2017 and has held it in 28 quarters since. 1,605 funds tracked by Wall St. Rank hold BND as of Q4 2024.

  • Sanctuary Wealth Management held 141,850 shares of Vanguard Total Bond Market worth $10.2M as of Q4 2024.
  • Sanctuary Wealth Management bought 8,751 Vanguard Total Bond Market shares in Q4 2024, an estimated $640K.
  • Vanguard Total Bond Market made up 6.75% of Sanctuary Wealth Management's portfolio in Q4 2024, its #5 holding.
  • Sanctuary Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 28 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.