W
BND icon

Wealthfront’s Vanguard Total Bond Market BND Stock Holding History

Wealthfront’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
2018
Q3 		$17M Buy
216,380
+16,234
+8% +$1.28M 0.16% 26
2018
Q2 		$15.8M Buy
200,146
+137,226
+218% +$10.8M 0.16% 26
2018
Q1 		$5.03M Buy
62,920
+42,211
+204% +$3.38M 0.05% 61
2017
Q4 		$1.69M Buy
20,709
+525
+3% +$42.9K 0.02% 142
2017
Q3 		$1.65M Sell
20,184
-1,939
-9% -$159K 0.02% 129
2017
Q2 		$1.81M Buy
22,123
+2,558
+13% +$209K 0.03% 101
2017
Q1 		$1.59M Sell
19,565
-2,834
-13% -$229K 0.03% 101
2016
Q4 		$1.81M Sell
22,399
-3,643
-14% -$298K 0.04% 78
2016
Q3 		$2.19M Buy
26,042
+234
+0.9% +$19.7K 0.05% 65
2016
Q2 		$2.18M Sell
25,808
-372
-1% -$30.9K 0.06% 62
2016
Q1 		$2.17M Sell
26,180
-3,293
-11% -$269K 0.07% 51
2015
Q4 		$2.38M Sell
29,473
-9,259
-24% -$753K 0.09% 46
2015
Q3 		$3.17M Sell
38,732
-11,240
-22% -$916K 0.13% 33
2015
Q2 		$4.06M Sell
49,972
-6,915
-12% -$569K 0.17% 24
2015
Q1 		$4.74M Sell
56,887
-6,205
-10% -$516K 0.23% 21
2014
Q4 		$5.2M Buy
63,092
+678
+1% +$55.9K 0.3% 20
2014
Q3 		$5.11M Sell
62,414
-839
-1% -$68.8K 0.35% 19
2014
Q2 		$5.16M Sell
63,253
-12,534
-17% -$1.02M 0.45% 12
2014
Q1 		$6.13M Buy
+75,787
New +$6.14M 0.77% 11

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wealthfront's BND Position: Q3 2018 in Review

Wealthfront increased its Vanguard Total Bond Market (BND) stake by 8.1% in Q3 2018, buying an estimated $1.28M and bringing the position to 216,380 shares worth $17M. The position accounts for 0.16% of the portfolio, ranked #26.

Wealthfront first reported a position in BND in Q1 2014 and has held it in 19 quarters since. 648 funds tracked by Wall St. Rank hold BND as of Q3 2018.

  • Wealthfront held 216,380 shares of Vanguard Total Bond Market worth $17M as of Q3 2018.
  • Wealthfront bought 16,234 Vanguard Total Bond Market shares in Q3 2018, an estimated $1.28M.
  • Vanguard Total Bond Market made up 0.16% of Wealthfront's portfolio in Q3 2018, its #26 holding.
  • Wealthfront first reported a position in Vanguard Total Bond Market in Q1 2014 and has held it in 19 quarters since.
  • 648 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.