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Compass Capital Corp’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Compass Capital Corp’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
2025
Q2 		– Sell
-3,466
Closed -$271K – 182
2025
Q1 		$271K Sell
3,466
-2,054
-37% -$159K 0.14% 147
2024
Q4 		$427K Buy
+5,520
New +$428K 0.17% 123

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Compass Capital Corp's BSV Position: Q2 2025 in Review

Compass Capital Corp sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 3,466 shares — an estimated $271K sold.

Compass Capital Corp first reported a position in BSV in Q4 2024 and held it in 2 quarters. The position peaked at $427K in Q4 2024. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Compass Capital Corp reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Compass Capital Corp sold 3,466 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $271K.
  • Compass Capital Corp first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and held it in 2 quarters.
  • Compass Capital Corp's Vanguard Short-Term Bond ETF position peaked at $427K in Q4 2024.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Compass Capital Corp's 13F filing for Q2 2025, filed 11 Aug 2025.