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Vanguard Total Bond Market ETF shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2023-12-31 $250k 3.4k 73.55
2023-09-30 $244k 3.5k 69.78
2023-06-30 $259k 3.6k 72.69
2023-03-31 $242k 3.3k 73.83
2022-12-31 $235k 3.3k 71.84
2022-09-30 $2.2M 31k 71.34
2022-03-31 $2.9M 37k 79.55
2021-12-31 $3.2M 38k 84.74
2021-09-30 $3.3M 38k 85.44
2021-06-30 $3.6M 42k 85.89
2021-03-31 $3.5M 41k 84.73
2020-12-31 $3.7M 42k 87.32

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SWMG

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