Simplicity Wealth »

Vanguard Total Bond Market ETF shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.7M 92k 72.63
2023-12-31 $344k 4.7k 73.55
2023-09-30 $355k 5.1k 69.77
2022-12-31 $248k 3.5k 71.83

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

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