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

Compass Financial Group (South Dakota)’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 		$332K Sell
4,198
-953
-19% -$75.3K 0.04% 85
2026
Q1 		$408K Sell
5,151
-524
-9% -$41.8K 0.06% 68
2025
Q4 		$452K Sell
5,675
-962
-14% -$76.8K 0.06% 56
2025
Q3 		$530K Sell
6,637
-1,018
-13% -$81K 0.08% 54
2025
Q2 		$609K Sell
7,655
-366
-5% -$28.8K 0.1% 47
2025
Q1 		$633K Sell
8,021
-469
-6% -$36.8K 0.12% 47
2024
Q4 		$662K Sell
8,490
-513
-6% -$40.2K 0.13% 44
2024
Q3 		$715K Sell
9,003
-225
-2% -$17.7K 0.14% 42
2024
Q2 		$713K Sell
9,228
-772
-8% -$59.4K 0.15% 40
2024
Q1 		$773K Sell
10,000
-894
-8% -$69K 0.18% 38
2023
Q4 		$843K Sell
10,894
-372
-3% -$28.2K 0.22% 35
2023
Q3 		$847K Buy
11,266
+188
+2% +$14.2K 0.25% 30
2023
Q2 		$838K Sell
11,078
-135
-1% -$10.3K 0.25% 32
2023
Q1 		$855K Buy
11,213
+412
+4% +$31.2K 0.28% 29
2022
Q4 		$812K Buy
+10,801
New +$807K 0.29% 31

Other funds holding VCSH

Envestnet Asset Management
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B
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LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MG
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Compass Financial Group (South Dakota)'s VCSH Position: Q2 2026 in Review

Compass Financial Group (South Dakota) reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 19% in Q2 2026, selling an estimated $75.3K and leaving 4,198 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #85.

Compass Financial Group (South Dakota) first reported a position in VCSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $855K in Q1 2023. 1,004 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Compass Financial Group (South Dakota) held 4,198 shares of Vanguard Short-Term Corporate Bond ETF worth $332K as of Q2 2026.
  • Compass Financial Group (South Dakota) sold 953 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $75.3K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.04% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #85 holding.
  • Compass Financial Group (South Dakota) first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Compass Financial Group (South Dakota)'s Vanguard Short-Term Corporate Bond ETF position peaked at $855K in Q1 2023.
  • 1,004 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.