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Vanguard Total Bond Market ETF shares owned by Waterford Advisors

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

Historical chart of Waterford 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 Waterford 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 Waterford Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 106k 75.17
2024-06-30 $1.1M 15k 70.29
2024-03-31 $738k 10k 72.33

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Global Reit Etf (REET)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Community Bank System (CBU)

View all positions for Waterford 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