CWAG
BND icon

Compton Wealth Advisory Group’s Vanguard Total Bond Market BND Stock Holding History

Compton Wealth Advisory Group’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
2025
Q1 		– Sell
-10,044
Closed -$722K – 84
2024
Q4 		$722K Sell
10,044
-115,188
-92% -$8.42M 0.19% 68
2024
Q3 		$9.41M Sell
125,232
-186,023
-60% -$13.8M 2.38% 12
2024
Q2 		$22.4M Buy
311,255
+1,346
+0.4% +$96.4K 5.98% 4
2024
Q1 		$22.5M Buy
309,909
+10,387
+3% +$754K 6.16% 4
2023
Q4 		$22M Sell
299,522
-34,115
-10% -$2.41M 6.91% 3
2023
Q3 		$23.3M Buy
333,637
+131,565
+65% +$9.39M 7.99% 2
2023
Q2 		$14.7M Sell
202,072
-5,175
-2% -$379K 4.9% 4
2023
Q1 		$15.3M Buy
207,247
+53,399
+35% +$3.91M 5.29% 2
2022
Q4 		$11.1M Sell
153,848
-21,265
-12% -$1.52M 4.31% 5
2022
Q3 		$12.5M Buy
175,113
+49,432
+39% +$3.7M 5.31% 2
2022
Q2 		$9.46M Buy
125,681
+22,951
+22% +$1.75M 4.07% 6
2022
Q1 		$8.17M Buy
102,730
+2,844
+3% +$232K 3.15% 9
2021
Q4 		$8.46M Buy
99,886
+7,652
+8% +$652K 3.63% 8
2021
Q3 		$7.88M Buy
92,234
+3,735
+4% +$322K 3.7% 8
2021
Q2 		$7.6M Buy
88,499
+8,099
+10% +$691K 3.55% 8
2021
Q1 		$6.81M Buy
80,400
+409
+0.5% +$35.3K 3.9% 7
2020
Q4 		$7.05M Buy
79,991
+16,517
+26% +$1.45M 4.39% 6
2020
Q3 		$5.6M Buy
63,474
+55,876
+735% +$4.95M 4.19% 7
2020
Q2 		$671K Buy
+7,598
New +$664K 0.71% 42
2020
Q1 		– Sell
-4,569
Closed -$383K – 53
2019
Q4 		$383K Sell
4,569
-709
-13% -$59.6K 0.34% 49
2019
Q3 		$446K Buy
5,278
+932
+21% +$78.1K 0.25% 53
2019
Q2 		$361K Buy
4,346
+438
+11% +$35.7K 0.19% 58
2019
Q1 		$317K Buy
3,908
+805
+26% +$64.3K 0.17% 59
2018
Q4 		$246K Buy
+3,103
New +$243K 0.13% 65

Other funds holding BND

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Compton Wealth Advisory Group's BND Position: Q1 2025 in Review

Compton Wealth Advisory Group sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 10,044 shares — an estimated $722K sold.

Compton Wealth Advisory Group first reported a position in BND in Q4 2018 and held it in 24 quarters. The position peaked at $23.3M in Q3 2023. 1,609 funds tracked by Wall St. Rank hold BND as of Q1 2025.

  • Compton Wealth Advisory Group reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
  • Compton Wealth Advisory Group sold 10,044 Vanguard Total Bond Market shares in Q1 2025, an estimated $722K.
  • Compton Wealth Advisory Group first reported a position in Vanguard Total Bond Market in Q4 2018 and held it in 24 quarters.
  • Compton Wealth Advisory Group's Vanguard Total Bond Market position peaked at $23.3M in Q3 2023.
  • 1,609 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2025, filed 29 Apr 2025.