Compass Financial Group, Inc.
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1666910
DEERFIELD BEACH, FL
Position in BIV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,217,381
-$47,213 QoQ
Shares Held
28,730
-1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,217,381 | 28,730 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,264,594 | 29,078 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,122,642 | 27,182 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,087,097 | 26,986 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,061,340 | 26,921 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,024,734 | 27,094 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,113,090 | 26,963 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,012,219 | 26,869 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,891,786 | 25,090 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,913,777 | 25,056 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,907,465 | 26,379 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,916,709 | 25,478 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,896,859 | 24,718 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,746,817 | 23,504 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,655,137 | 22,525 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,760,713 | 22,675 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,840,866 | 22,477 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,947,704 | 22,229 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,894,875 | 21,186 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,860,822 | 20,685 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,640,795 | 18,492 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,673,157 | 18,020 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,637,395 | 17,516 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,596,810 | 17,135 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,523,701 | 17,057 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||