VIA
BND icon

Vantage Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History

Vantage Investment 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
2018
Q3 		$309K Sell
3,921
-810
-17% -$64K 0.06% 126
2018
Q2 		$375K Sell
4,731
-215
-4% -$17K 0.09% 105
2018
Q1 		$395K Sell
4,946
-380
-7% -$30.4K 0.1% 102
2017
Q4 		$434K Buy
5,326
+1,269
+31% +$104K 0.1% 103
2017
Q3 		$333K Buy
4,057
+45
+1% +$3.69K 0.09% 108
2017
Q2 		$328K Sell
4,012
-134
-3% -$10.9K 0.09% 104
2017
Q1 		$336K Sell
4,146
-703
-14% -$56.9K 0.11% 104
2016
Q4 		$392K Buy
4,849
+953
+24% +$78.1K 0.16% 89
2016
Q3 		$328K Buy
3,896
+1,369
+54% +$115K 0.15% 89
2016
Q2 		$213K Sell
2,527
-774
-23% -$64.3K 0.09% 116
2016
Q1 		$209K Buy
3,301
+647
+24% +$52.9K 0.09% 118
2015
Q4 		$214K Buy
2,654
+127
+5% +$10.3K 0.11% 109
2015
Q3 		$207K Hold
2,527
– – 0.12% 109
2015
Q2 		$205K Sell
2,527
-645
-20% -$53K 0.11% 111
2015
Q1 		$264K Buy
3,172
+933
+42% +$77.6K 0.08% 140
2014
Q4 		$184K Hold
2,239
– – 0.1% 117
2014
Q3 		$183K Hold
2,239
– – 0.11% 110
2014
Q2 		$184K Buy
2,239
+1,715
+327% +$140K 0.11% 111
2014
Q1 		$43K Buy
524
+124
+31% +$10K 0.03% 231
2013
Q4 		$32K Buy
+400
New +$32.3K 0.02% 253

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

Vantage Investment Advisors's BND Position: Q3 2018 in Review

Vantage Investment Advisors reduced its Vanguard Total Bond Market (BND) stake by 17% in Q3 2018, selling an estimated $64K and leaving 3,921 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #126.

Vantage Investment Advisors first reported a position in BND in Q4 2013 and has held it in 20 quarters since. The position peaked at $434K in Q4 2017. 647 funds tracked by Wall St. Rank hold BND as of Q3 2018.

  • Vantage Investment Advisors held 3,921 shares of Vanguard Total Bond Market worth $309K as of Q3 2018.
  • Vantage Investment Advisors sold 810 Vanguard Total Bond Market shares in Q3 2018, an estimated $64K.
  • Vanguard Total Bond Market made up 0.06% of Vantage Investment Advisors's portfolio in Q3 2018, its #126 holding.
  • Vantage Investment Advisors first reported a position in Vanguard Total Bond Market in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's Vanguard Total Bond Market position peaked at $434K in Q4 2017.
  • 647 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.