Compass Ion Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Compass Ion Advisors’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 Q1	$3.15M	Sell	39,722 -633	-2%	-$50.4K	0.3%	41
2025 Q4	$3.22M	Sell	40,355 -1,322	-3%	-$105K	0.31%	42
2025 Q3	$3.33M	Sell	41,677 -1,042	-2%	-$82.9K	0.32%	40
2025 Q2	$3.4M	Sell	42,719 -2,896	-6%	-$228K	0.37%	34
2025 Q1	$3.6M	Buy	45,615 +2,594	+6%	+$203K	0.42%	32
2024 Q4	$3.36M	Sell	43,021 -1,279	-3%	-$100K	0.4%	35
2024 Q3	$3.52M	Buy	44,300 +8,247	+23%	+$647K	0.43%	34
2024 Q2	$2.79M	Hold	36,053	–	–	0.4%	36
2024 Q1	$2.79M	Buy	36,053 +49	+0.1%	+$3.78K	0.4%	36
2023 Q4	$2.79M	Buy	36,004 +1,966	+6%	+$149K	0.43%	34
2023 Q3	$2.56M	Buy	+34,038	New	+$2.57M	0.44%	31

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Compass Ion Advisors's VCSH Position: Q1 2026 in Review

Compass Ion Advisors reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1.6% in Q1 2026, selling an estimated $50.4K and leaving 39,722 shares worth $3.15M. The position accounts for 0.3% of the portfolio, ranked #41.

Compass Ion Advisors first reported a position in VCSH in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.6M in Q1 2025. 1,456 funds tracked by Wall St. Rank hold VCSH as of Q1 2026.

Compass Ion Advisors held 39,722 shares of Vanguard Short-Term Corporate Bond ETF worth $3.15M as of Q1 2026.
Compass Ion Advisors sold 633 Vanguard Short-Term Corporate Bond ETF shares in Q1 2026, an estimated $50.4K.
Vanguard Short-Term Corporate Bond ETF made up 0.3% of Compass Ion Advisors's portfolio in Q1 2026, its #41 holding.
Compass Ion Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
Compass Ion Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $3.6M in Q1 2025.
1,456 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.