Vaughan David Investments’s Vanguard Total Bond Market BND Stock Holding History

Vaughan David Investments’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 Q3	–	Sell	-3,028	Closed	-$228K	–	192
2022 Q2	$228K	Sell	3,028 -649	-18%	-$49.4K	0.01%	177
2022 Q1	$292K	Sell	3,677 -1,525	-29%	-$125K	0.01%	171
2021 Q4	$441K	Buy	5,202 +2,324	+81%	+$198K	0.01%	155
2021 Q3	$246K	Hold	2,878	–	–	0.01%	177
2021 Q2	$247K	Hold	2,878	–	–	0.01%	185
2021 Q1	$244K	Sell	2,878 -200	-6%	-$17.2K	0.01%	177
2020 Q4	$271K	Hold	3,078	–	–	0.01%	165
2020 Q3	$272K	Buy	3,078 +500	+19%	+$44.3K	0.01%	160
2020 Q2	$228K	Buy	+2,578	New	+$225K	0.01%	163

Other funds holding BND

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vaughan David Investments's BND Position: Q3 2022 in Review

Vaughan David Investments sold out of Vanguard Total Bond Market (BND) in Q3 2022, closing a stake of 3,028 shares — an estimated $228K sold.

Vaughan David Investments first reported a position in BND in Q2 2020 and held it in 9 quarters. The position peaked at $441K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

Vaughan David Investments reported no remaining Vanguard Total Bond Market position as of Q3 2022 after selling out during the quarter.
Vaughan David Investments sold 3,028 Vanguard Total Bond Market shares in Q3 2022, an estimated $228K.
Vaughan David Investments first reported a position in Vanguard Total Bond Market in Q2 2020 and held it in 9 quarters.
Vaughan David Investments's Vanguard Total Bond Market position peaked at $441K in Q4 2021.
1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Vaughan David Investments's 13F filing for Q3 2022, filed 14 Nov 2022.