Compass Planning Associates’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Compass Planning Associates’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 Q3	$29.6M	Buy	405,761 +15,657	+4%	+$1.18M	15.47%	2
2026 Q2	$29.9M	Buy	390,104 +28,507	+8%	+$2.19M	16.18%	2
2026 Q1	$27.9M	Buy	361,597 +19,142	+6%	+$1.49M	17.85%	2
2025 Q4	$26.7M	Buy	342,455 +172,008	+101%	+$13.5M	18.47%	1
2025 Q3	$13.3M	Buy	170,447 +77,625	+84%	+$6.01M	12.21%	3
2025 Q2	$7.18M	Buy	92,822 +23,260	+33%	+$1.77M	6.59%	5
2025 Q1	$5.33M	Sell	69,562 -29,436	-30%	-$2.22M	5.38%	6
2024 Q4	$7.4M	Buy	+98,998	New	+$7.53M	7.51%	5

Other funds holding BIV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Compass Planning Associates's BIV Position: Q3 2026 in Review

Compass Planning Associates increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 4% in Q3 2026, buying an estimated $1.18M and bringing the position to 405,761 shares worth $29.6M. The position accounts for 15.47% of the portfolio, ranked #2.

Compass Planning Associates first reported a position in BIV in Q4 2024 and has held it in 8 quarters since. The position peaked at $29.9M in Q2 2026. 271 funds tracked by Wall St. Rank hold BIV as of Q3 2026.

Compass Planning Associates held 405,761 shares of Vanguard Intermediate-Term Bond ETF worth $29.6M as of Q3 2026.
Compass Planning Associates bought 15,657 Vanguard Intermediate-Term Bond ETF shares in Q3 2026, an estimated $1.18M.
Vanguard Intermediate-Term Bond ETF made up 15.47% of Compass Planning Associates's portfolio in Q3 2026, its #2 holding.
Compass Planning Associates first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
Compass Planning Associates's Vanguard Intermediate-Term Bond ETF position peaked at $29.9M in Q2 2026.
271 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q3 2026.

Based on Compass Planning Associates's 13F filing for Q3 2026, filed 13 Oct 2026.