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COMPASS FINANCIAL MANAGEMENT LLC’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Buy
+20,120
New +$1.54M 0.19% 135

Other funds holding BIV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2026: 20,120 shares worth $1.54M. The stake represents 0.19% of the portfolio and ranks #135 among its holdings.

840 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 20,120 shares of Vanguard Intermediate-Term Bond ETF worth $1.54M as of Q2 2026.
  • Vanguard Intermediate-Term Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Vanguard Intermediate-Term Bond ETF made up 0.19% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #135 holding.
  • 840 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

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