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

Strategic 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
2014
Q2 		$8.12M Buy
98,779
+4,249
+4% +$347K 2.53% 5
2014
Q1 		$7.67M Buy
94,530
+86,324
+1,052% +$6.99M 2.48% 3
2013
Q4 		$657K Sell
8,206
-76,633
-90% -$6.19M 0.51% 64
2013
Q3 		$6.86M Buy
+84,839
New +$6.82M 2.58% 1

Other funds holding BND

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QLMGAA
QS Legg Mason Global Asset Allocation New York $1.04B AUM 9.55% 1-Year Est. Return

Strategic Capital Group's BND Position: Q2 2014 in Review

Strategic Capital Group increased its Vanguard Total Bond Market (BND) stake by 4.5% in Q2 2014, buying an estimated $347K and bringing the position to 98,779 shares worth $8.12M. The position accounts for 2.53% of the portfolio, ranked #5.

Strategic Capital Group first reported a position in BND in Q3 2013 and has held it in 4 quarters since. 331 funds tracked by Wall St. Rank hold BND as of Q2 2014.

  • Strategic Capital Group held 98,779 shares of Vanguard Total Bond Market worth $8.12M as of Q2 2014.
  • Strategic Capital Group bought 4,249 Vanguard Total Bond Market shares in Q2 2014, an estimated $347K.
  • Vanguard Total Bond Market made up 2.53% of Strategic Capital Group's portfolio in Q2 2014, its #5 holding.
  • Strategic Capital Group first reported a position in Vanguard Total Bond Market in Q3 2013 and has held it in 4 quarters since.
  • 331 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.