Compass Planning Associates Inc Vanguard Bd Index Fd Inc Inter Transaction History

Compass Planning Associates Inc

$109 Billion
Q3 2025

A detailed history of Compass Planning Associates Inc transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Compass Planning Associates Inc holds 170,447 shares of BIV stock, worth $13.4 Million. This represents 12.21% of its overall portfolio holdings.

Number of Shares

170,447

Previous 92,822 83.63%

Holding current value

$13.4 Million

Previous $7.18 Billion 85.41%

% of portfolio

12.21%

Previous 6.59%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$76.16 - $78.59 $5.91 Million - $6.1 Million	77,625 Added 83.63%	170,447 $13.3 Billion
Q2 2025 Jul 21, 2025	BUY	$75.05 - $77.34 $1.75 Million - $1.8 Million	23,260 Added 33.44%	92,822 $7.18 Billion
Q1 2025 Apr 14, 2025	SELL	$73.78 - $76.59 $2.17 Million - $2.25 Million	-29,436 Reduced 29.73%	69,562 $5.33 Billion
Q4 2024 Feb 03, 2025	BUY	$74.5 - $78.37 $7.38 Million - $7.76 Million	98,998 New	98,998 $7.4 Billion

Others Institutions Holding BIV

# of Institutions

1,036

Shares Held

197M

Call Options Held

11.1K

Put Options Held

8.7K

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About VANGUARD BD INDEX FD INC INTER

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Compass Planning Associates Inc Vanguard Bd Index Fd Inc Inter Transaction History