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W Advisors LLC’s Vanguard Total Bond Market BND Stock Holding History

W Advisors LLC’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
2023
Q1 		– Sell
-11,701
Closed -$841K – 102
2022
Q4 		$841K Buy
11,701
+8,459
+261% +$606K 0.7% 38
2022
Q3 		$231K Hold
3,242
– – 0.22% 86
2022
Q2 		$244K Sell
3,242
-996
-24% -$75.8K 0.21% 89
2022
Q1 		$337K Sell
4,238
-4,982
-54% -$407K 0.25% 78
2021
Q4 		$781K Buy
+9,220
New +$785K 0.58% 38

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

W Advisors LLC's BND Position: Q1 2023 in Review

W Advisors LLC sold out of Vanguard Total Bond Market (BND) in Q1 2023, closing a stake of 11,701 shares — an estimated $841K sold.

W Advisors LLC first reported a position in BND in Q4 2021 and held it in 5 quarters. The position peaked at $841K in Q4 2022. 1,259 funds tracked by Wall St. Rank hold BND as of Q1 2023.

  • W Advisors LLC reported no remaining Vanguard Total Bond Market position as of Q1 2023 after selling out during the quarter.
  • W Advisors LLC sold 11,701 Vanguard Total Bond Market shares in Q1 2023, an estimated $841K.
  • W Advisors LLC first reported a position in Vanguard Total Bond Market in Q4 2021 and held it in 5 quarters.
  • W Advisors LLC's Vanguard Total Bond Market position peaked at $841K in Q4 2022.
  • 1,259 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2023.

Based on W Advisors LLC's 13F filing for Q1 2023, filed 7 Aug 2023.