Compass Financial Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Compass Financial Management’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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Compass Financial Management 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.

1,318 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Compass Financial Management 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 position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.04% of Compass Financial Management's portfolio in Q2 2026, its #319 holding.
1,318 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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