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 Q3	$3.28M	Buy	42,950 +4,230	+11%	+$327K	0.63%	57
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

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

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

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

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

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

Compass Wealth Management's BSV Position: Q3 2026 in Review

Compass Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q3 2026, buying an estimated $327K and bringing the position to 42,950 shares worth $3.28M. The position accounts for 0.63% of the portfolio, ranked #57.

Compass Wealth Management first reported a position in BSV in Q4 2022 and has held it in 16 quarters since. 429 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Compass Wealth Management held 42,950 shares of Vanguard Short-Term Bond ETF worth $3.28M as of Q3 2026.
Compass Wealth Management bought 4,230 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $327K.
Vanguard Short-Term Bond ETF made up 0.63% of Compass Wealth Management's portfolio in Q3 2026, its #57 holding.
Compass Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 16 quarters since.
429 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.