Phillips Financial Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Phillips Financial Management, LLC
- $1.45 Billion
- Q3 2025
A detailed history of Phillips Financial Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Phillips Financial Management, LLC holds 212,078 shares of BND stock, worth $15.7 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
212,078
Previous 217,562
2.52%
Holding current value
$15.7 Million
Previous $16 Million
1.54%
% of portfolio
1.09%
Previous 1.21%
Shares
34 transactions
Others Institutions Holding BND
# of Institutions
1,876Shares Held
1.16BCall Options Held
93.5KPut Options Held
20.2K-
Jpmorgan Chase & CO New York, NY131MShares$9.74 Billion0.64% of portfolio
-
Northwestern Mutual Wealth Management CO127MShares$9.39 Billion6.39% of portfolio
-
Creative Planning Overland Park, KS125MShares$9.27 Billion7.2% of portfolio
-
Morgan Stanley New York, NY109MShares$8.06 Billion0.51% of portfolio
-
Vanguard Group Inc Valley Forge, PA71.9MShares$5.33 Billion0.08% of portfolio