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Vanguard Total Bond Market ETF shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Vanguard Total Bond Market ETF (BND) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Vanguard Total Bond Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Bond Market ETF held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Bond Market ETF by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 15k 74.07

More positions owned by Circle Wealth Management

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Gold Tr Ishares New (IAU)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Circle Wealth Management

Top funds holding Vanguard Total Bond Market ETF

Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Creative Planning
Vanguard Group
Wells Fargo & Company
Envestnet Asset Management
Hanson McClain Advisors
LPL Financial
Sei Investments
Sagespring Wealth Partners
Goldman Sachs Group
Manufacturers Life Insurance Company
Arizona PSPRS Trust
Mastercard Foundation Asset Management Corp
BlackRock

View all funds holding Vanguard Total Bond Market ETF