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

Vision 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
2024
Q1 		– Sell
-4,687
Closed -$345K – 121
2023
Q4 		$345K Buy
+4,687
New +$331K 0.05% 100
2023
Q3 		– Sell
-4,687
Closed -$341K – 77
2023
Q2 		$341K Sell
4,687
-1,953
-29% -$143K 0.06% 86
2023
Q1 		$490K Buy
+6,640
New +$486K 0.09% 78

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Vision Capital Management's BND Position: Q1 2024 in Review

Vision Capital Management sold out of Vanguard Total Bond Market (BND) in Q1 2024, closing a stake of 4,687 shares — an estimated $345K sold.

Vision Capital Management first reported a position in BND in Q1 2023 and held it in 3 quarters. The position peaked at $490K in Q1 2023. 1,425 funds tracked by Wall St. Rank hold BND as of Q1 2024.

  • Vision Capital Management reported no remaining Vanguard Total Bond Market position as of Q1 2024 after selling out during the quarter.
  • Vision Capital Management sold 4,687 Vanguard Total Bond Market shares in Q1 2024, an estimated $345K.
  • Vision Capital Management first reported a position in Vanguard Total Bond Market in Q1 2023 and held it in 3 quarters.
  • Vision Capital Management's Vanguard Total Bond Market position peaked at $490K in Q1 2023.
  • 1,425 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2024.

Based on Vision Capital Management's 13F filing for Q1 2024, filed 9 May 2024.