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Balance Wealth’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Balance Wealth’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 		$7.8M Buy
98,729
+7,503
+8% +$593K 2.08% 13
2026
Q1 		$7.23M Buy
91,226
+9,775
+12% +$779K 2.25% 11
2025
Q4 		$6.49M Sell
81,451
-58,197
-42% -$4.64M 2.08% 10
2025
Q3 		$11.2M Buy
+139,648
New +$11.1M 2.76% 10

Other funds holding VCSH

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Balance Wealth's VCSH Position: Q2 2026 in Review

Balance Wealth increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 8.2% in Q2 2026, buying an estimated $593K and bringing the position to 98,729 shares worth $7.8M. The position accounts for 2.08% of the portfolio, ranked #13.

Balance Wealth first reported a position in VCSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.2M in Q3 2025. 500 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Balance Wealth held 98,729 shares of Vanguard Short-Term Corporate Bond ETF worth $7.8M as of Q2 2026.
  • Balance Wealth bought 7,503 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $593K.
  • Vanguard Short-Term Corporate Bond ETF made up 2.08% of Balance Wealth's portfolio in Q2 2026, its #13 holding.
  • Balance Wealth first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Balance Wealth's Vanguard Short-Term Corporate Bond ETF position peaked at $11.2M in Q3 2025.
  • 500 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.