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Vanguard Total Bond Market ETF shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in Vanguard Total Bond Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Bond Market ETF held by JFS Wealth Advisors 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 245k 75.11
2024-06-30 $17M 232k 72.05
2024-03-31 $16M 224k 72.63
2023-12-31 $16M 221k 73.55
2023-09-30 $12M 170k 69.78
2023-06-30 $13M 173k 72.69
2023-03-31 $13M 173k 73.83
2022-12-31 $12M 172k 71.84
2022-09-30 $9.6M 135k 71.33
2022-06-30 $10M 133k 75.26
2022-03-31 $10M 128k 79.54
2021-12-31 $10M 120k 84.75
2021-09-30 $9.9M 116k 85.45
2021-06-30 $10M 120k 85.89
2021-03-31 $6.2M 74k 84.72
2020-12-31 $4.9M 55k 88.18
2020-09-30 $3.5M 40k 88.21
2020-06-30 $2.6M 29k 88.33
2020-03-31 $2.5M 30k 85.35
2019-12-31 $2.3M 28k 83.85
2019-09-30 $2.4M 28k 84.43
2019-06-30 $3.0M 36k 83.08
2019-03-31 $2.9M 36k 81.19
2018-12-31 $2.8M 36k 79.21
2018-09-30 $492k 6.3k 78.68
2018-06-30 $495k 6.2k 79.21
2018-03-31 $419k 5.2k 79.86
2017-12-31 $428k 5.2k 81.57
2017-09-30 $430k 5.2k 81.95
2017-06-30 $429k 5.2k 81.76
2017-03-31 $428k 5.3k 80.74
2016-12-31 $428k 5.3k 80.74
2016-09-30 $446k 5.3k 84.14
2016-06-30 $447k 5.3k 84.32
2016-03-31 $576k 7.0k 82.84
2015-12-31 $562k 7.0k 80.83

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding Vanguard Total Bond Market ETF

Northwestern Mutual Wealth Management Company
Creative Planning
Morgan Stanley
Jpmorgan Chase & Co
Vanguard Group
Axiom Advisory
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Hanson McClain Advisors
Goldman Sachs Group
LPL Financial
Texas Treasury Safekeeping Trust Company
BlackRock
BlackRock

View all funds holding Vanguard Total Bond Market ETF