Compass Financial Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Compass Financial Management’s Portfolio BLV Stock Details BLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$154K	Buy	+2,242	New	+$154K	0.02%	471

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Management's BLV Position: Q2 2026 in Review

Compass Financial Management opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q2 2026: 2,242 shares worth $154K. The stake represents 0.02% of the portfolio and ranks #471 among its holdings.

394 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Compass Financial Management held 2,242 shares of Vanguard Long-Term Bond ETF worth $154K as of Q2 2026.
Vanguard Long-Term Bond ETF was a new Compass Financial Management position in Q2 2026.
Vanguard Long-Term Bond ETF made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #471 holding.
394 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.