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Compass Financial Group (Florida)’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Compass Financial Group (Florida)’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 		$1.92M Sell
24,280
-503
-2% -$39.8K 0.81% 33
2026
Q1 		$1.96M Hold
24,783
– – 0.89% 34
2025
Q4 		$1.98M Hold
24,783
– – 0.87% 32
2025
Q3 		$1.98M Sell
24,783
-10,691
-30% -$850K 0.89% 33
2025
Q2 		$2.82M Buy
35,474
+1,175
+3% +$92.6K 1.41% 22
2025
Q1 		$2.71M Sell
34,299
-1,245
-4% -$97.6K 1.39% 23
2024
Q4 		$2.77M Sell
35,544
-5,277
-13% -$414K 1.33% 23
2024
Q3 		$3.24M Sell
40,821
-577
-1% -$45.3K 1.5% 21
2024
Q2 		$3.21M Sell
41,398
-310
-0.7% -$23.8K 1.6% 19
2024
Q1 		$3.22M Buy
41,708
+387
+0.9% +$29.9K 1.72% 18
2023
Q4 		$3.2M Sell
41,321
-9,621
-19% -$729K 1.8% 17
2023
Q3 		$3.83M Hold
50,942
– – 2.32% 15
2023
Q2 		$3.85M Buy
50,942
+225
+0.4% +$17.1K 2.35% 16
2023
Q1 		$3.87M Hold
50,717
– – 2.42% 15
2022
Q4 		$3.81M Buy
+50,717
New +$3.79M 2.49% 15
2016
Q4 		– Sell
-104,400
Closed -$8.41M – 18
2016
Q3 		$8.41M Buy
104,400
+981
+0.9% +$79.1K 8.55% 6
2016
Q2 		$8.36M Buy
103,419
+496
+0.5% +$39.8K 8.74% 5
2016
Q1 		$8.24M Buy
102,923
+320
+0.3% +$25.3K 8.55% 5
2015
Q4 		$8.11M Buy
+102,603
New +$8.15M 7.97% 6

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 Financial Group (Florida)'s VCSH Position: Q2 2026 in Review

Compass Financial Group (Florida) reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 2% in Q2 2026, selling an estimated $39.8K and leaving 24,280 shares worth $1.92M. The position accounts for 0.81% of the portfolio, ranked #33.

Compass Financial Group (Florida) first reported a position in VCSH in Q4 2015 and has held it in 19 quarters since. The position peaked at $8.41M in Q3 2016. 1,467 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Compass Financial Group (Florida) held 24,280 shares of Vanguard Short-Term Corporate Bond ETF worth $1.92M as of Q2 2026.
  • Compass Financial Group (Florida) sold 503 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $39.8K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.81% of Compass Financial Group (Florida)'s portfolio in Q2 2026, its #33 holding.
  • Compass Financial Group (Florida) first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2015 and has held it in 19 quarters since.
  • Compass Financial Group (Florida)'s Vanguard Short-Term Corporate Bond ETF position peaked at $8.41M in Q3 2016.
  • 1,467 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Compass Financial Group (Florida)'s 13F filing for Q2 2026, filed 4 Aug 2026.