Compass Planning Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Compass Planning Associates’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 Q3	$33.5M	Sell	437,985 -24,111	-5%	-$1.86M	17.51%	1
2026 Q2	$36M	Buy	462,096 +96,343	+26%	+$7.52M	19.46%	1
2026 Q1	$28.7M	Buy	365,753 +77,027	+27%	+$6.06M	18.34%	1
2025 Q4	$22.8M	Buy	288,726 +122,291	+73%	+$9.6M	15.76%	2
2025 Q3	$13.1M	Buy	166,435 +58,153	+54%	+$4.57M	12.04%	4
2025 Q2	$8.52M	Buy	108,282 +20,486	+23%	+$1.6M	7.82%	4
2025 Q1	$6.87M	Sell	87,796 -38,832	-31%	-$3.01M	6.95%	4
2024 Q4	$9.8M	Buy	+126,628	New	+$9.8M	9.93%	4

Other funds holding BSV

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RCI

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

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

Compass Planning Associates reduced its Vanguard Short-Term Bond ETF (BSV) stake by 5.2% in Q3 2026, selling an estimated $1.86M and leaving 437,985 shares worth $33.5M. The position accounts for 17.51% of the portfolio, ranked #1.

Compass Planning Associates first reported a position in BSV in Q4 2024 and has held it in 8 quarters since. The position peaked at $36M in Q2 2026. 299 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Compass Planning Associates held 437,985 shares of Vanguard Short-Term Bond ETF worth $33.5M as of Q3 2026.
Compass Planning Associates sold 24,111 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $1.86M.
Vanguard Short-Term Bond ETF made up 17.51% of Compass Planning Associates's portfolio in Q3 2026, its #1 holding.
Compass Planning Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
Compass Planning Associates's Vanguard Short-Term Bond ETF position peaked at $36M in Q2 2026.
299 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

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