Vigilant Capital Management’s Vanguard Total Bond Market BND Stock Holding History

Vigilant Capital 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	-5,146	Closed	-$436K	–	574
2021 Q4	$436K	Buy	5,146 +5,040	+4,755%	+$429K	0.03%	124
2021 Q3	$9K	Buy	+106	New	+$9.15K	﹤0.01%	503
2020 Q3	–	Sell	-151	Closed	-$13K	–	355
2020 Q2	$13K	Sell	151 -600	-80%	-$52.5K	﹤0.01%	268
2020 Q1	$64K	Sell	751 -1,150	-60%	-$97.7K	0.01%	183
2019 Q4	$159K	Buy	+1,901	New	+$160K	0.02%	159
2018 Q1	–	Sell	-10,000	Closed	-$816K	–	422
2017 Q4	$816K	Buy	+10,000	New	+$817K	0.11%	80
2014 Q4	–	Sell	-755	Closed	-$62K	–	303
2014 Q3	$62K	Sell	755 -311	-29%	-$25.5K	0.01%	140
2014 Q2	$88K	Buy	+1,066	New	+$87.1K	0.02%	116
2013 Q3	–	Sell	-308	Closed	-$25K	–	222
2013 Q2	$25K	Buy	+308	New	+$25.5K	0.01%	173

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

Vigilant Capital Management's BND Position: Q1 2022 in Review

Vigilant Capital Management sold out of Vanguard Total Bond Market (BND) in Q1 2022, closing a stake of 5,146 shares — an estimated $436K sold.

Vigilant Capital Management first reported a position in BND in Q2 2013 and held it in 9 quarters. The position peaked at $816K in Q4 2017. 1,207 funds tracked by Wall St. Rank hold BND as of Q1 2022.

Vigilant Capital Management reported no remaining Vanguard Total Bond Market position as of Q1 2022 after selling out during the quarter.
Vigilant Capital Management sold 5,146 Vanguard Total Bond Market shares in Q1 2022, an estimated $436K.
Vigilant Capital Management first reported a position in Vanguard Total Bond Market in Q2 2013 and held it in 9 quarters.
Vigilant Capital Management's Vanguard Total Bond Market position peaked at $816K in Q4 2017.
1,207 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2022.

Based on Vigilant Capital Management's 13F filing for Q1 2022, filed 7 Apr 2022.