W
BND icon

Wealthsimple’s Vanguard Total Bond Market BND Stock Holding History

Wealthsimple’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
Q3 		$474K Sell
6,646
-128
-2% -$9.58K 0.02% 23
2022
Q2 		$510K Sell
6,774
-273
-4% -$20.8K 0.02% 21
2022
Q1 		$561K Sell
7,047
-51
-0.7% -$4.17K 0.02% 24
2021
Q4 		$602K Buy
+7,098
New +$605K 0.02% 20

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Wealthsimple's BND Position: Q3 2022 in Review

Wealthsimple reduced its Vanguard Total Bond Market (BND) stake by 1.9% in Q3 2022, selling an estimated $9.58K and leaving 6,646 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #23.

Wealthsimple first reported a position in BND in Q4 2021 and has held it in 4 quarters since. The position peaked at $602K in Q4 2021. 1,147 funds tracked by Wall St. Rank hold BND as of Q3 2022.

  • Wealthsimple held 6,646 shares of Vanguard Total Bond Market worth $474K as of Q3 2022.
  • Wealthsimple sold 128 Vanguard Total Bond Market shares in Q3 2022, an estimated $9.58K.
  • Vanguard Total Bond Market made up 0.02% of Wealthsimple's portfolio in Q3 2022, its #23 holding.
  • Wealthsimple first reported a position in Vanguard Total Bond Market in Q4 2021 and has held it in 4 quarters since.
  • Wealthsimple's Vanguard Total Bond Market position peaked at $602K in Q4 2021.
  • 1,147 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.