COMPASS FINANCIAL MANAGEMENT LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$360K	Buy	+4,629	New	+$361K	0.04%	319

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 4,629 shares worth $360K. The stake represents 0.04% of the portfolio and ranks #319 among its holdings.

1,126 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 4,629 shares of Vanguard Short-Term Bond ETF worth $360K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.04% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #319 holding.
1,126 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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