Compass Planning Associates Inc
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2046823
GREENFIELD, MA
Position in BIV
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$27,908,056
+$1,237,661 QoQ
Shares Held
361,597
+5.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
40.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,908,056 | 361,597 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $26,670,395 | 342,455 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $13,310,206 | 170,447 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,178,853 | 92,822 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,326,362 | 69,562 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,398,120 | 98,998 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||