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Vanguard Intermediate-Term Bond ETF shares owned by Compass Financial

Quarter-by-quarter ownership of Vanguard Intermediate-Term Bond ETF (BIV) shares owned by Compass Financial from 13F filings

Historical chart of Compass Financial investment in Vanguard Intermediate-Term Bond ETF

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All positions including Vanguard Intermediate-Term Bond ETF held by Compass Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate-Term Bond ETF by Compass Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 27k 78.37
2024-06-30 $2.0M 27k 75.31
2024-03-31 $1.9M 25k 75.40
2023-12-31 $1.9M 25k 76.38
2023-09-30 $1.9M 26k 72.31
2023-06-30 $1.9M 26k 75.24
2023-03-31 $1.9M 25k 76.75
2022-12-31 $1.7M 24k 74.33
2022-09-30 $1.7M 23k 73.47
2022-06-30 $1.8M 23k 77.66
2022-03-31 $1.8M 23k 81.91
2021-12-31 $1.9M 22k 87.63
2021-09-30 $1.9M 21k 89.45
2021-06-30 $1.9M 21k 89.97
2021-03-31 $1.6M 19k 88.74
2020-12-31 $1.7M 18k 92.84
2020-09-30 $1.6M 18k 93.46
2020-06-30 $1.6M 17k 93.20
2020-03-31 $1.5M 17k 89.35
2019-12-31 $1.5M 17k 87.21
2019-09-30 $1.5M 17k 87.99
2019-06-30 $1.6M 18k 86.52
2019-03-31 $1.5M 18k 83.93
2018-12-31 $1.4M 18k 81.31
2018-09-30 $1.6M 20k 80.46
2018-06-30 $1.6M 20k 80.99
2018-03-31 $1.6M 20k 81.77
2017-12-31 $1.6M 19k 83.82
2017-09-30 $1.6M 19k 84.64
2017-06-30 $1.6M 19k 84.55
2017-03-31 $1.6M 19k 83.62
2016-12-31 $1.5M 18k 83.07
2016-09-30 $1.6M 18k 87.68
2016-06-30 $1.6M 18k 88.08
2016-03-31 $1.8M 21k 86.28
2015-12-31 $1.6M 20k 83.05

More positions owned by Compass Financial

iShares S&P 500 Index (IVV)
iShares Russell 3000 Index (IWV)
iShares Russell 1000 Growth Index (IWF)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Janus Detroit Str Tr (JAAA)
Vanguard Small-Cap ETF (VB)
Dimensional Etf Trust National Municip (DFNM)
Vanguard Total Stock Market ETF (VTI)
Franklin Templeton Etf Tr ftse japan etf (FLJP)
Innovator Etfs Tr russell 2000 p (KOCT)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Capital Group Core Plus Inco (CGCP)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Vanguard Europe Pacific ETF (VEA)

View all positions for Compass Financial

Top funds holding Vanguard Intermediate-Term Bond ETF

Envestnet Asset Management
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Bank of America Corporation
Morgan Stanley
LPL Financial
True Link Financial Advisors
EP Wealth Advisors
Mather Group
United Capital Financial Advisers
Envestnet Portfolio Solutions
Lincoln National
Tiaa Trust, National Association
Royal Bank of Canada

View all funds holding Vanguard Intermediate-Term Bond ETF