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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

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All positions including Vanguard Total Bond Market ETF held by Legacy Private Trust 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 Legacy Private Trust

Quarter filed Position value Share count Share price at filing
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

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Balanced Index Fd I Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Legacy Private Trust

Top funds holding Vanguard Total Bond Market ETF

Jpmorgan Chase & Co
Creative Planning
Vanguard Group
Bank of America Corporation
Wells Fargo & Company
Hanson McClain Advisors
Goldman Sachs Group
Bank of New York Mellon
Pnc Financial Services
UBS Group
Advisor Group Holdings
Orgel Wealth Management
Facet Wealth
Pure Financial Advisors
CBIZ Investment Advisory Services

View all funds holding Vanguard Total Bond Market ETF