Vector Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Vector Wealth 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
2016 Q4	$1.88M	Buy	23,213 +3,295	+17%	+$270K	1.32%	15
2016 Q3	$1.68M	Buy	19,918 +3,835	+24%	+$323K	1.15%	15
2016 Q2	$1.36M	Buy	+16,083	New	+$1.34M	0.92%	20
2015 Q2	–	Sell	-3,091	Closed	-$258K	–	76
2015 Q1	$258K	Buy	3,091 +535	+21%	+$44.5K	0.21%	60
2014 Q4	$211K	Buy	+2,556	New	+$211K	0.16%	67

Other funds holding BND

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

MFRM

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

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vector Wealth Management's BND Position: Q4 2016 in Review

Vector Wealth Management increased its Vanguard Total Bond Market (BND) stake by 17% in Q4 2016, buying an estimated $270K and bringing the position to 23,213 shares worth $1.88M. The position accounts for 1.32% of the portfolio, ranked #15.

Vector Wealth Management first reported a position in BND in Q4 2014 and has held it in 5 quarters since. 571 funds tracked by Wall St. Rank hold BND as of Q4 2016.

Vector Wealth Management held 23,213 shares of Vanguard Total Bond Market worth $1.88M as of Q4 2016.
Vector Wealth Management bought 3,295 Vanguard Total Bond Market shares in Q4 2016, an estimated $270K.
Vanguard Total Bond Market made up 1.32% of Vector Wealth Management's portfolio in Q4 2016, its #15 holding.
Vector Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2014 and has held it in 5 quarters since.
571 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.