CAG
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Compass Advisory Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Compass Advisory Group’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 		$20.2M Buy
255,805
+62,206
+32% +$4.92M 4.8% 10
2026
Q1 		$15.3M Buy
193,599
+21,550
+13% +$1.72M 4.11% 11
2025
Q4 		$13.7M Buy
172,049
+20,612
+14% +$1.64M 3.71% 10
2025
Q3 		$12.1M Buy
151,437
+84,823
+127% +$6.75M 3.4% 10
2025
Q2 		$5.3M Buy
66,614
+2,683
+4% +$211K 1.68% 14
2025
Q1 		$5.05M Buy
63,931
+50,372
+372% +$3.95M 1.76% 13
2024
Q4 		$1.06M Buy
13,559
+4,045
+43% +$317K 0.38% 35
2024
Q3 		$756K Buy
9,514
+2,010
+27% +$158K 0.29% 43
2024
Q2 		$580K Buy
7,504
+72
+1% +$5.54K 0.26% 47
2024
Q1 		$575K Sell
7,432
-1,973
-21% -$152K 0.25% 50
2023
Q4 		$728K Sell
9,405
-760
-7% -$57.6K 0.35% 38
2023
Q3 		$764K Sell
10,165
-1,299
-11% -$98K 0.4% 41
2023
Q2 		$867K Sell
11,464
-120
-1% -$9.12K 0.46% 34
2023
Q1 		$883K Sell
11,584
-15,116
-57% -$1.14M 0.52% 34
2022
Q4 		$2.03M Sell
26,700
-95,253
-78% -$7.12M 1.17% 27
2022
Q3 		$9.06M Sell
121,953
-20,247
-14% -$1.54M 5.08% 6
2022
Q2 		$10.8M Sell
142,200
-4,499
-3% -$346K 5.89% 4
2022
Q1 		$11.5M Buy
146,699
+497
+0.3% +$39.5K 5.96% 6
2021
Q4 		$11.9M Buy
146,202
+10,175
+7% +$831K 6.43% 5
2021
Q3 		$11.2M Buy
136,027
+8,626
+7% +$713K 6.6% 4
2021
Q2 		$10.5M Sell
127,401
-57,686
-31% -$4.77M 6.54% 4
2021
Q1 		$15.3M Buy
185,087
+35,195
+23% +$2.92M 10.19% 3
2020
Q4 		$12.5M Buy
+149,892
New +$12.4M 9.54% 2

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Compass Advisory Group's VCSH Position: Q2 2026 in Review

Compass Advisory Group increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 32% in Q2 2026, buying an estimated $4.92M and bringing the position to 255,805 shares worth $20.2M. The position accounts for 4.8% of the portfolio, ranked #10.

Compass Advisory Group first reported a position in VCSH in Q4 2020 and has held it in 23 quarters since. 1,466 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Compass Advisory Group held 255,805 shares of Vanguard Short-Term Corporate Bond ETF worth $20.2M as of Q2 2026.
  • Compass Advisory Group bought 62,206 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $4.92M.
  • Vanguard Short-Term Corporate Bond ETF made up 4.8% of Compass Advisory Group's portfolio in Q2 2026, its #10 holding.
  • Compass Advisory Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,466 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Compass Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.