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Vanguard Total Bond Market ETF shares owned by Capital Planning

Quarter-by-quarter ownership of Vanguard Total Bond Market ETF (BND) shares owned by Capital Planning from 13F filings

Historical chart of Capital Planning investment in Vanguard Total Bond Market ETF

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 202502M4M6M8M050k100k
Value ($)Share countHistorical BND position of Capital Planning Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Bond Market ETF held by Capital Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Bond Market ETF by Capital Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.6M 119k 71.91
2022-09-30 $316k 4.4k 71.22
2022-06-30 $6.4M 86k 75.26
2022-03-31 $2.8M 35k 79.55
2021-12-31 $3.5M 41k 84.75
2021-09-30 $2.9M 34k 85.46
2021-06-30 $2.8M 33k 85.88
2021-03-31 $2.3M 27k 84.70
2020-12-31 $2.7M 31k 88.20

More positions owned by Capital Planning

iShares Core S&P 500 ETF Exchange Traded Fund (IVV)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
Microsoft Corp Common Stock (MSFT)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
Quanta Services Common Stock (PWR)
Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)
Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Boeing Common Stock (BA)
Vanguard Small-Cap ETF Exchange Traded Fund (VB)
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)
Vanguard Large-Cap ETF Exchange Traded Fund (VV)
Schwab US Large-Cap Value ETF Exchange Traded Fund (SCHV)
Vanguard Total Bond Market ETF Exchange Traded Fund (BND)

View all positions for Capital Planning

Top funds holding Vanguard Total Bond Market ETF

Morgan Stanley
Northwestern Mutual Wealth Management Company
Creative Planning
Jpmorgan Chase & Co
Vanguard Group
Essential Planning
Wealthfront Advisers
Axiom Advisory
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Hanson McClain Advisors
LPL Financial
Goldman Sachs Group
Manufacturers Life Insurance Company

View all funds holding Vanguard Total Bond Market ETF