Compass Financial Management
BND icon

Compass Financial Management’s Vanguard Total Bond Market BND Stock Holding History

Compass Financial Management’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
Q3 		$455K Sell
6,490
-3,568
-35% -$257K 0.05% 307
2026
Q2 		$737K Buy
+10,058
New +$738K 0.09% 218

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Northwestern Mutual Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Compass Financial Management's BND Position: Q3 2026 in Review

Compass Financial Management reduced its Vanguard Total Bond Market (BND) stake by 35% in Q3 2026, selling an estimated $257K and leaving 6,490 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #307.

Compass Financial Management first reported a position in BND in Q2 2026 and has held it in 2 quarters since. The position peaked at $737K in Q2 2026. 1,661 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Compass Financial Management held 6,490 shares of Vanguard Total Bond Market worth $455K as of Q3 2026.
  • Compass Financial Management sold 3,568 Vanguard Total Bond Market shares in Q3 2026, an estimated $257K.
  • Vanguard Total Bond Market made up 0.05% of Compass Financial Management's portfolio in Q3 2026, its #307 holding.
  • Compass Financial Management first reported a position in Vanguard Total Bond Market in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Vanguard Total Bond Market position peaked at $737K in Q2 2026.
  • 1,661 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.