SE
BND icon

Summit Equities’s Vanguard Total Bond Market BND Stock Holding History

Summit Equities’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
2018
Q3 		$825K Buy
10,482
+311
+3% +$24.6K 0.14% 22
2018
Q2 		$805K Sell
10,171
-395
-4% -$31.2K 0.14% 22
2018
Q1 		$845K Buy
10,566
+372
+4% +$29.8K 0.15% 18
2017
Q4 		$832K Buy
10,194
+615
+6% +$50.2K 0.14% 20
2017
Q3 		$785K Buy
9,579
+5,745
+150% +$471K 0.14% 26
2017
Q2 		$314K Buy
+3,834
New +$313K 0.06% 31

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Summit Equities's BND Position: Q3 2018 in Review

Summit Equities increased its Vanguard Total Bond Market (BND) stake by 3.1% in Q3 2018, buying an estimated $24.6K and bringing the position to 10,482 shares worth $825K. The position accounts for 0.14% of the portfolio, ranked #22.

Summit Equities first reported a position in BND in Q2 2017 and has held it in 6 quarters since. The position peaked at $845K in Q1 2018. 647 funds tracked by Wall St. Rank hold BND as of Q3 2018.

  • Summit Equities held 10,482 shares of Vanguard Total Bond Market worth $825K as of Q3 2018.
  • Summit Equities bought 311 Vanguard Total Bond Market shares in Q3 2018, an estimated $24.6K.
  • Vanguard Total Bond Market made up 0.14% of Summit Equities's portfolio in Q3 2018, its #22 holding.
  • Summit Equities first reported a position in Vanguard Total Bond Market in Q2 2017 and has held it in 6 quarters since.
  • Summit Equities's Vanguard Total Bond Market position peaked at $845K in Q1 2018.
  • 647 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2018.

Based on Summit Equities's 13F filing for Q3 2018, filed 13 Nov 2018.