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 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 $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Compass Wealth Management's BSV Position: Q1 2026 in Review

Compass Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 32% in Q1 2026, buying an estimated $609K and bringing the position to 31,721 shares worth $2.49M. The position accounts for 0.61% of the portfolio, ranked #60.

Compass Wealth Management first reported a position in BSV in Q4 2022 and has held it in 14 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Compass Wealth Management held 31,721 shares of Vanguard Short-Term Bond ETF worth $2.49M as of Q1 2026.
Compass Wealth Management bought 7,740 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $609K.
Vanguard Short-Term Bond ETF made up 0.61% of Compass Wealth Management's portfolio in Q1 2026, its #60 holding.
Compass Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

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