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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
Q1 		$28.7M Buy
365,753
+77,027
+27% +$6.06M 18.34% 1
2025
Q4 		$22.8M Buy
288,726
+122,291
+73% +$9.65M 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 		$9.78M Buy
+126,628
New +$9.83M 9.93% 4

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Compass Planning Associates's BSV Position: Q1 2026 in Review

Compass Planning Associates increased its Vanguard Short-Term Bond ETF (BSV) stake by 27% in Q1 2026, buying an estimated $6.06M and bringing the position to 365,753 shares worth $28.7M. The position accounts for 18.34% of the portfolio, ranked #1.

Compass Planning Associates first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Compass Planning Associates held 365,753 shares of Vanguard Short-Term Bond ETF worth $28.7M as of Q1 2026.
  • Compass Planning Associates bought 77,027 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $6.06M.
  • Vanguard Short-Term Bond ETF made up 18.34% of Compass Planning Associates's portfolio in Q1 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 6 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Compass Planning Associates's 13F filing for Q1 2026, filed 21 Apr 2026.