COMPASS FINANCIAL MANAGEMENT LLC’s Vanguard Total Bond Market BND Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$737K	Buy	+10,058	New	+$738K	0.09%	218

Other funds holding BND

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

COMPASS FINANCIAL MANAGEMENT LLC's BND Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 10,058 shares worth $737K. The stake represents 0.09% of the portfolio and ranks #218 among its holdings.

1,515 funds tracked by Wall St. Rank hold BND as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 10,058 shares of Vanguard Total Bond Market worth $737K as of Q2 2026.
Vanguard Total Bond Market was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Vanguard Total Bond Market made up 0.09% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #218 holding.
1,515 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.