Vanguard Personalized Indexing Management’s Vanguard Total Bond Market BND Stock Holding History

Vanguard Personalized Indexing 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
2022 Q1	–	Sell	-8,030	Closed	-$681K	–	1214
2021 Q4	$681K	Buy	8,030 +3	+0%	+$256	0.04%	571
2021 Q3	$686K	Buy	8,027 +1	+0%	+$86	0.06%	361
2021 Q2	$689K	Buy	8,026 +4,090	+104%	+$349K	0.07%	347
2021 Q1	$333K	Buy	3,936 +403	+11%	+$34.8K	0.05%	463
2020 Q4	$312K	Buy	+3,533	New	+$311K	0.07%	358

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Vanguard Personalized Indexing Management's BND Position: Q1 2022 in Review

Vanguard Personalized Indexing Management sold out of Vanguard Total Bond Market (BND) in Q1 2022, closing a stake of 8,030 shares — an estimated $681K sold.

Vanguard Personalized Indexing Management first reported a position in BND in Q4 2020 and held it in 5 quarters. The position peaked at $689K in Q2 2021. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

Vanguard Personalized Indexing Management reported no remaining Vanguard Total Bond Market position as of Q1 2022 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 8,030 Vanguard Total Bond Market shares in Q1 2022, an estimated $681K.
Vanguard Personalized Indexing Management first reported a position in Vanguard Total Bond Market in Q4 2020 and held it in 5 quarters.
Vanguard Personalized Indexing Management's Vanguard Total Bond Market position peaked at $689K in Q2 2021.
1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2022, filed 16 May 2022.