WFPG
BND icon

Waller Financial Planning Group’s Vanguard Total Bond Market BND Stock Holding History

Waller Financial Planning Group’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
Q2 		– Sell
-2,941
Closed -$217K – 57
2023
Q1 		$217K Buy
+2,941
New +$215K 0.06% 53

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Waller Financial Planning Group's BND Position: Q2 2023 in Review

Waller Financial Planning Group sold out of Vanguard Total Bond Market (BND) in Q2 2023, closing a stake of 2,941 shares — an estimated $217K sold.

Waller Financial Planning Group first reported a position in BND in Q1 2023 and held it in 1 quarter. The position peaked at $217K in Q1 2023. 1,274 funds tracked by Wall St. Rank hold BND as of Q2 2023.

  • Waller Financial Planning Group reported no remaining Vanguard Total Bond Market position as of Q2 2023 after selling out during the quarter.
  • Waller Financial Planning Group sold 2,941 Vanguard Total Bond Market shares in Q2 2023, an estimated $217K.
  • Waller Financial Planning Group first reported a position in Vanguard Total Bond Market in Q1 2023 and held it in 1 quarter.
  • Waller Financial Planning Group's Vanguard Total Bond Market position peaked at $217K in Q1 2023.
  • 1,274 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2023.

Based on Waller Financial Planning Group's 13F filing for Q2 2023, filed 5 Jul 2023.