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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Compass Planning Associates's VGSH Position: Q2 2026 in Review

Compass Planning Associates increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 9.5% in Q2 2026, buying an estimated $1.67M and bringing the position to 329,326 shares worth $19.2M. The position accounts for 10.36% of the portfolio, ranked #5.

Compass Planning Associates first reported a position in VGSH in Q4 2024 and has held it in 7 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

Compass Planning Associates held 329,326 shares of Vanguard Short-Term Treasury ETF worth $19.2M as of Q2 2026.
Compass Planning Associates bought 28,620 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $1.67M.
Vanguard Short-Term Treasury ETF made up 10.36% of Compass Planning Associates's portfolio in Q2 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 7 quarters since.
1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Compass Planning Associates's 13F filing for Q2 2026, filed 27 Jul 2026.