Compass Planning Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Compass Planning Associates’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$21.2M	Buy	368,545 +39,219	+12%	+$2.27M	11.1%	5
2026 Q2	$19.2M	Buy	329,326 +28,620	+10%	+$1.67M	10.36%	5
2026 Q1	$17.6M	Buy	300,706 +64,083	+27%	+$3.76M	11.26%	5
2025 Q4	$13.9M	Buy	236,623 +161,399	+215%	+$9.49M	9.63%	5
2025 Q3	$4.43M	Buy	75,224 +50,511	+204%	+$2.96M	4.06%	6
2025 Q2	$1.45M	Buy	24,713 +10,737	+77%	+$629K	1.33%	11
2025 Q1	$820K	Buy	13,976 +3,191	+30%	+$186K	0.83%	14
2024 Q4	$627K	Buy	+10,785	New	+$629K	0.64%	16

Other funds holding VGSH

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

Compass Planning Associates's VGSH Position: Q3 2026 in Review

Compass Planning Associates increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 12% in Q3 2026, buying an estimated $2.27M and bringing the position to 368,545 shares worth $21.2M. The position accounts for 11.1% of the portfolio, ranked #5.

Compass Planning Associates first reported a position in VGSH in Q4 2024 and has held it in 8 quarters since. 238 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Compass Planning Associates held 368,545 shares of Vanguard Short-Term Treasury ETF worth $21.2M as of Q3 2026.
Compass Planning Associates bought 39,219 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $2.27M.
Vanguard Short-Term Treasury ETF made up 11.1% of Compass Planning Associates's portfolio in Q3 2026, its #5 holding.
Compass Planning Associates first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
238 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Compass Planning Associates's 13F filing for Q3 2026, filed 13 Oct 2026.