Number of Shares
800,224.00
Current Holdings Value*
$58.78 Mil
% of Portfolio
10.76%
Total Estimate Gain
$-69.94 Mil
% of Total Estimate Gain
-3.63%

Morningstar Investment Services LLC's Vanguard Total Bond Market ETF Holding Summary

As of 2025-03-31, Morningstar Investment Services LLC held 800,224.00 shares of Vanguard Total Bond Market ETF(BND), totaling $58.78 Mil. This investment constitutes 10.76% of their stock portfolio, and Morningstar Investment Services LLC now holds 0.05% of the outstanding Vanguard Total Bond Market ETF(BND) stock.

The initial trade took place in 2014Q1. And since then Morningstar Investment Services LLC has made 23 purchases of BND, at an average price of $77.17, for a total of 24.98 Mil shares. In addition, there have been 14 sales at an average price of $74.40 for 24.18 Mil shares. Based on historical transaction data and BND's current price of $73.36, Morningstar Investment Services LLC's estimated gain on his BND holdings is $-69.94 Mil, reflecting a -3.63% gain to date.

Morningstar Investment Services LLC BND ($73.36) Holding Chart

Morningstar Investment Services LLC BND ($73.36) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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