Rose Capital Advisors LLC’s Vanguard Total Bond Market BND Stock Holding History

Rose Capital Advisors LLC’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$362K	Buy	+4,934	New	+$362K	0.18%	75

Other funds holding BND

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Rose Capital Advisors LLC's BND Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 4,934 shares worth $362K. The stake represents 0.18% of the portfolio and ranks #75 among its holdings.

1,269 funds tracked by Wall St. Rank hold BND as of Q2 2026.

Rose Capital Advisors LLC held 4,934 shares of Vanguard Total Bond Market worth $362K as of Q2 2026.
Vanguard Total Bond Market was a new Rose Capital Advisors LLC position in Q2 2026.
Vanguard Total Bond Market made up 0.18% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #75 holding.
1,269 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.