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V Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

V Wealth 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
2023
Q3 		– Sell
-3,076
Closed -$224K – 143
2023
Q2 		$224K Sell
3,076
-797
-21% -$58.4K 0.04% 342
2023
Q1 		$286K Sell
3,873
-4,113
-52% -$301K 0.05% 302
2022
Q4 		$574K Buy
7,986
+1,177
+17% +$84.3K 0.12% 174
2022
Q3 		$486K Sell
6,809
-1,449
-18% -$108K 0.1% 202
2022
Q2 		$621K Sell
8,258
-11,205
-58% -$853K 0.12% 188
2022
Q1 		$1.55M Sell
19,463
-222
-1% -$18.1K 0.25% 99
2021
Q4 		$1.67M Sell
19,685
-9,414
-32% -$802K 0.24% 89
2021
Q3 		$2.49M Sell
29,099
-4,390
-13% -$379K 0.38% 55
2021
Q2 		$2.88M Buy
33,489
+4,169
+14% +$356K 0.46% 42
2021
Q1 		$2.48M Buy
29,320
+192
+0.7% +$16.6K 0.46% 42
2020
Q4 		$2.57M Buy
+29,128
New +$2.56M 0.53% 32
2020
Q3 		– Sell
-19,626
Closed -$1.73M – 184
2020
Q2 		$1.73M Buy
19,626
+2,230
+13% +$195K 0.45% 49
2020
Q1 		$1.49M Sell
17,396
-293
-2% -$24.9K 0.46% 45
2019
Q4 		$1.49M Hold
17,689
– – 0.53% 49
2019
Q3 		$1.49M Buy
17,689
+1,289
+8% +$108K 0.53% 49
2019
Q2 		$1.37M Buy
16,400
+3,259
+25% +$265K 0.52% 56
2019
Q1 		$1.06M Buy
+13,141
New +$1.05M 0.43% 67
2018
Q4 		– Sell
-5,080
Closed -$401K – 217
2018
Q3 		$401K Sell
5,080
-2,343
-32% -$185K 0.19% 136
2018
Q2 		$591K Sell
7,423
-370
-5% -$29.3K 0.33% 82
2018
Q1 		$625K Buy
7,793
+50
+0.6% +$4K 0.33% 82
2017
Q4 		$630K Sell
7,743
-15
-0.2% -$1.23K 0.32% 84
2017
Q3 		$634K Sell
7,758
-270
-3% -$22.1K 0.32% 76
2017
Q2 		$655K Sell
8,028
-1,061
-12% -$86.6K 0.31% 72
2017
Q1 		$737K Buy
9,089
+606
+7% +$49K 0.45% 65
2016
Q4 		$685K Buy
8,483
+2,075
+32% +$170K 0.5% 66
2016
Q3 		$542K Buy
+6,408
New +$539K 0.44% 74

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

V Wealth Advisors's BND Position: Q3 2023 in Review

V Wealth Advisors sold out of Vanguard Total Bond Market (BND) in Q3 2023, closing a stake of 3,076 shares — an estimated $224K sold.

V Wealth Advisors first reported a position in BND in Q3 2016 and held it in 26 quarters. The position peaked at $2.88M in Q2 2021. 1,276 funds tracked by Wall St. Rank hold BND as of Q3 2023.

  • V Wealth Advisors reported no remaining Vanguard Total Bond Market position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 3,076 Vanguard Total Bond Market shares in Q3 2023, an estimated $224K.
  • V Wealth Advisors first reported a position in Vanguard Total Bond Market in Q3 2016 and held it in 26 quarters.
  • V Wealth Advisors's Vanguard Total Bond Market position peaked at $2.88M in Q2 2021.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.