Compass Advisory Group LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1720292 MELVILLE, NY

Position in BIV

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$389,712

+$1,806 QoQ

Shares Held

5,081

+1.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#177

of 252 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$389,712	5,081	+1.1%	Shares	Sole	2026-08-11
2026-03-31	$387,906	5,026	+0.7%	Shares	Sole	2026-04-21
2025-12-31	$388,776	4,992	+1.4%	Shares	Sole	2026-01-21
2025-09-30	$384,515	4,924	+1.0%	Shares	Sole	2025-11-06
2025-06-30	$376,955	4,874	-0.3%	Shares	Sole	2025-07-28
2025-03-31	$374,427	4,890	+0.6%	Shares	Sole	2025-05-13
2024-12-31	$363,113	4,859	-12.5%	Shares	Sole	2025-01-24
2024-09-30	$435,110	5,552	+1.0%	Shares	Sole	2024-10-23
2024-06-30	$411,520	5,495	+1.6%	Shares	Sole	2024-07-31
2024-03-31	$407,838	5,409	+0.2%	Shares	Sole	2024-04-30
2023-12-31	$412,452	5,400	-15.5%	Shares	Sole	2024-01-29
2023-09-30	$461,916	6,388	+0.4%	Shares	Sole	2023-10-24
2023-06-30	$478,613	6,362	+0.8%	Shares	Sole	2023-07-18
2023-03-31	$484,152	6,309	+1.0%	Shares	Sole	2023-04-20
2022-12-31	$464,351	6,248	-1.2%	Shares	Sole	2023-01-19
2022-09-30	$464,614	6,323	+33.3%	Shares	Sole	2022-10-20
2022-06-30	$368,371	4,744	+9.9%	Shares	Sole	2022-07-14
2022-03-31	$353,398	4,315	+0.3%	Shares	Sole	2022-05-09
2021-12-31	$376,853	4,301	-22.9%	Shares	Sole	2022-01-19
2021-09-30	$499,254	5,582	+36.6%	Shares	Sole	2021-11-09
2021-06-30	$367,666	4,087	-51.3%	Shares	Sole	2021-07-22
2021-03-31	$745,065	8,397	-14.0%	Shares	Sole	2021-04-26
2020-12-31	$906,865	9,767	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.