Compass Wealth Management »

Vanguard Short-Term Bond ETF shares owned by Compass Wealth Management

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

Historical chart of Compass Wealth Management 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 Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Short-Term Bond ETF by Compass Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 24k 78.81
2025-09-30 $1.7M 21k 78.91
2025-06-30 $1.2M 16k 78.70
2025-03-31 $1.0M 13k 78.28
2024-12-31 $821k 11k 77.27
2024-09-30 $705k 9.0k 78.69
2024-06-30 $507k 6.6k 76.70
2024-03-31 $483k 6.3k 76.67
2023-12-31 $472k 6.1k 77.02
2023-09-30 $206k 2.7k 75.17
2023-06-30 $285k 3.8k 75.57
2023-03-31 $283k 3.7k 76.49
2022-12-31 $219k 2.9k 75.28