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Vanguard Total Bond Market ETF shares owned by WMS Partners

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

Historical chart of WMS Partners 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 WMS Partners 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 WMS Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 34k 75.11
2024-06-30 $563k 7.8k 72.05
2024-03-31 $562k 7.7k 72.63
2023-12-31 $536k 7.3k 73.55
2023-09-30 $507k 7.3k 69.78
2023-06-30 $496k 6.8k 72.69
2023-03-31 $505k 6.8k 73.83
2022-12-31 $461k 6.4k 71.84
2022-09-30 $509k 7.1k 71.27
2022-06-30 $599k 8.0k 75.21
2022-03-31 $643k 8.1k 79.49
2021-09-30 $624k 7.3k 85.41
2021-06-30 $628k 7.3k 85.96
2021-03-31 $513k 6.1k 84.71
2020-12-31 $713k 8.1k 88.20
2020-09-30 $713k 8.1k 88.20
2020-06-30 $714k 8.1k 88.32
2019-09-30 $246k 2.9k 84.51
2019-06-30 $263k 3.2k 83.20
2019-03-31 $256k 3.1k 81.30
2015-06-30 $1.6M 19k 81.28
2015-03-31 $1.6M 19k 83.36
2014-09-30 $1.3M 16k 81.94
2014-06-30 $1.3M 16k 82.19
2014-03-31 $989k 12k 81.18
2013-12-31 $975k 12k 80.03
2013-09-30 $864k 11k 80.92
2013-06-30 $864k 11k 80.92
2013-03-31 $1.6M 19k 83.63
2012-12-31 $1.8M 21k 84.03
2012-09-30 $1.7M 20k 85.17
2012-06-30 $1.8M 21k 84.37
2012-03-31 $488k 6.0k 81.14
2011-12-31 $1.1M 13k 83.55
2011-09-30 $504k 6.0k 83.80
2011-06-30 $488k 6.0k 81.14

More positions owned by WMS Partners

American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
T. Rowe Price (TROW)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Specialized Funds Div App Etf (VIG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for WMS Partners

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