Legacy Private Trust »

Vanguard Total Bond Market ETF shares owned by Legacy Private Trust

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

Historical chart of Legacy Private Trust 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 Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total Bond Market ETF by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $23M 303k 75.11
2024-06-30 $22M 298k 72.05
2024-03-31 $43M 592k 72.63
2023-12-31 $40M 545k 73.55
2023-09-30 $46M 661k 69.78
2023-06-30 $25M 340k 72.69
2023-03-31 $45M 611k 73.83
2022-12-31 $25M 343k 71.84
2022-09-30 $25M 353k 71.33
2022-06-30 $25M 329k 75.26
2022-03-31 $26M 324k 79.54
2021-12-31 $3.2M 37k 84.76
2021-09-30 $23M 271k 85.45
2021-06-30 $38M 447k 85.89
2021-03-31 $42M 491k 84.72
2020-12-31 $50M 567k 88.19
2020-09-30 $48M 545k 88.22
2020-06-30 $65M 730k 88.34
2020-03-31 $25M 288k 85.35
2019-12-31 $26M 313k 83.86
2019-09-30 $51M 606k 84.43
2019-06-30 $70M 843k 83.07
2019-03-31 $52M 645k 81.18
2018-12-31 $614k 7.8k 79.16
2018-09-30 $677k 8.6k 78.71
2018-06-30 $740k 9.3k 79.20
2018-03-31 $968k 12k 79.95
2017-12-31 $4.4M 54k 81.57
2017-09-30 $4.9M 60k 81.96
2017-06-30 $5.2M 64k 81.82
2017-03-31 $6.3M 77k 81.08
2016-12-31 $14M 174k 80.79
2016-09-30 $13M 154k 84.14
2016-06-30 $12M 143k 84.30
2016-03-31 $12M 145k 82.80
2015-12-31 $14M 168k 80.76
2015-09-30 $8.8M 107k 81.93
2015-06-30 $13M 154k 81.26
2015-03-31 $7.7M 92k 83.37
2014-12-31 $7.6M 93k 82.38
2014-09-30 $11M 138k 81.93
2014-06-30 $10M 123k 82.22
2014-03-31 $10M 123k 81.19
2013-12-31 $235k 2.9k 80.07
2013-06-30 $200k 2.5k 80.78

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for Legacy Private Trust

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
Hanson McClain Advisors
Bank of America Corporation
Goldman Sachs Group
LPL Financial
Texas Treasury Safekeeping Trust Company
BlackRock
BlackRock

View all funds holding Vanguard Total Bond Market ETF