Essential Planning »

Vanguard Total Bond Market ETF shares owned by Essential Planning

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

Historical chart of Essential Planning 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 Essential Planning 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $843k 12k 73.55
2023-09-30 $256k 3.7k 69.77

More positions owned by Essential Planning

Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Eli Lilly & Co. (LLY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Covington Trust Msci Rl Est Etf (FREL)

View all positions for Essential Planning

Top funds holding Vanguard Total Bond Market ETF

Northwestern Mutual Wealth Management Company
Morgan Stanley
Jpmorgan Chase & Co
Creative Planning
Vanguard Group
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Hanson McClain Advisors
LPL Financial
Goldman Sachs Group
BlackRock
Sei Investments
Texas Treasury Safekeeping Trust Company
Bank of New York Mellon

View all funds holding Vanguard Total Bond Market ETF