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Vanguard Short-Term Bond ETF shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Vanguard Short-Term Bond ETF

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Short-Term Bond ETF by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 25k 78.69
2024-06-30 $2.0M 27k 76.67
2024-03-31 $2.0M 27k 76.67
2023-12-31 $2.2M 29k 77.02
2023-09-30 $2.3M 31k 75.17

More positions owned by Compass Ion Advisors

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Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
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Microstrategy Cl A New (MSTR)
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NVIDIA Corporation (NVDA)
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Vanguard Index Fds Small Cp Etf (VB)
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View all positions for Compass Ion Advisors

Top funds holding Vanguard Short-Term Bond ETF

Envestnet Asset Management
Morgan Stanley
Mercer Global Advisors
Jpmorgan Chase & Co
Goldman Sachs Group
Empower Advisory Group
Hanson McClain Advisors
Northern Trust
Bank of America Corporation
H D Vest Advisory Services
Wells Fargo & Company
Truepoint
LPL Financial
United Capital Financial Advisers
Envestnet Portfolio Solutions

View all funds holding Vanguard Short-Term Bond ETF