COMPASS FINANCIAL MANAGEMENT LLC’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio VCSH Stock Details VCSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.9K	Buy	+393	New	+$31.1K	﹤0.01%	792

Other funds holding VCSH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's VCSH Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2026: 393 shares worth $30.9K. The stake represents ﹤0.01% of the portfolio and ranks #792 among its holdings.

1,305 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 393 shares of Vanguard Short-Term Corporate Bond ETF worth $30.9K as of Q2 2026.
Vanguard Short-Term Corporate Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Vanguard Short-Term Corporate Bond ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #792 holding.
1,305 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.