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

Compass Wealth 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	$3.02M	Buy	38,720 +6,999	+22%	+$546K	0.57%	58
2026 Q1	$2.49M	Buy	31,721 +7,740	+32%	+$609K	0.61%	60
2025 Q4	$1.89M	Buy	23,981 +2,940	+14%	+$232K	0.47%	61
2025 Q3	$1.66M	Buy	21,041 +5,386	+34%	+$424K	0.37%	71
2025 Q2	$1.23M	Buy	15,655 +2,498	+19%	+$195K	0.29%	80
2025 Q1	$1.03M	Buy	13,157 +2,534	+24%	+$197K	0.26%	81
2024 Q4	$821K	Buy	10,623 +1,664	+19%	+$129K	0.2%	85
2024 Q3	$705K	Buy	8,959 +2,354	+36%	+$183K	0.17%	99
2024 Q2	$507K	Buy	6,605 +300	+5%	+$22.9K	0.13%	114
2024 Q1	$483K	Buy	6,305 +175	+3%	+$13.4K	0.12%	117
2023 Q4	$472K	Buy	6,130 +3,395	+124%	+$257K	0.13%	114
2023 Q3	$206K	Sell	2,735 -1,040	-28%	-$78.4K	0.06%	154
2023 Q2	$285K	Buy	3,775 +75	+2%	+$5.72K	0.09%	136
2023 Q1	$283K	Buy	3,700 +795	+27%	+$60.2K	0.09%	138
2022 Q4	$219K	Buy	+2,905	New	+$218K	0.07%	148

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Compass Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 22% in Q2 2026, buying an estimated $546K and bringing the position to 38,720 shares worth $3.02M. The position accounts for 0.57% of the portfolio, ranked #58.

Compass Wealth Management first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Compass Wealth Management held 38,720 shares of Vanguard Short-Term Bond ETF worth $3.02M as of Q2 2026.
Compass Wealth Management bought 6,999 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $546K.
Vanguard Short-Term Bond ETF made up 0.57% of Compass Wealth Management's portfolio in Q2 2026, its #58 holding.
Compass Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.