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Wealthspire Advisors (Maryland)’s Vanguard Total Bond Market BND Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$12.5M Buy
141,238
+115,648
+452% +$10.3M 0.44% 33
2020
Q2 		$2.26M Buy
25,590
+681
+3% +$59.5K 0.16% 89
2020
Q1 		$2.13M Sell
24,909
-872
-3% -$74.1K 0.19% 78
2019
Q4 		$2.16M Buy
25,781
+5,090
+25% +$428K 0.15% 92
2019
Q3 		$1.75M Buy
20,691
+6,203
+43% +$520K 0.13% 98
2019
Q2 		$1.2M Buy
14,488
+337
+2% +$27.5K 0.09% 121
2019
Q1 		$1.15M Buy
14,151
+10,731
+314% +$857K 0.09% 121
2018
Q4 		$271K Buy
3,420
+2,447
+251% +$191K 0.02% 345
2018
Q3 		$77K Sell
973
-123
-11% -$9.72K 0.01% 798
2018
Q2 		$87K Buy
1,096
+236
+27% +$18.7K 0.01% 758
2018
Q1 		$69K Buy
860
+16
+2% +$1.28K 0.01% 865
2017
Q4 		$69K Buy
844
+7
+0.8% +$572 0.01% 872
2017
Q3 		$69K Buy
837
+5
+0.6% +$410 0.01% 851
2017
Q2 		$68K Sell
832
-802
-49% -$65.5K 0.01% 834
2017
Q1 		$133K Buy
1,634
+823
+101% +$66.6K 0.02% 498
2016
Q4 		$66K Buy
811
+7
+0.9% +$573 0.01% 695
2016
Q3 		$68K Buy
804
+5
+0.6% +$421 0.01% 695
2016
Q2 		$67K Sell
799
-160
-17% -$13.3K 0.01% 647
2016
Q1 		$79K Buy
959
+4
+0.4% +$327 0.01% 584
2015
Q4 		$77K Buy
+955
New +$77.7K 0.01% 594

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BND Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard Total Bond Market (BND) stake by 452% in Q3 2020, buying an estimated $10.3M and bringing the position to 141,238 shares worth $12.5M. The position accounts for 0.44% of the portfolio, ranked #33.

Wealthspire Advisors (Maryland) first reported a position in BND in Q4 2015 and has held it in 20 quarters since. 958 funds tracked by Wall St. Rank hold BND as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 141,238 shares of Vanguard Total Bond Market worth $12.5M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 115,648 Vanguard Total Bond Market shares in Q3 2020, an estimated $10.3M.
  • Vanguard Total Bond Market made up 0.44% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #33 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Total Bond Market in Q4 2015 and has held it in 20 quarters since.
  • 958 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.