Balboa Wealth Partners
VCSH icon

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

Balboa Wealth Partners’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
Q3 		$467K Sell
6,051
-2,080
-26% -$163K 0.06% 245
2026
Q2 		$643K Sell
8,131
-580
-7% -$45.8K 0.09% 193
2026
Q1 		$690K Sell
8,711
-124
-1% -$9.9K 0.12% 152
2025
Q4 		$704K Buy
8,835
+814
+10% +$65K 0.12% 137
2025
Q3 		$641K Sell
8,021
-8,484
-51% -$675K 0.11% 150
2025
Q2 		$1.31M Sell
16,505
-429
-3% -$33.8K 0.26% 68
2025
Q1 		$1.34M Sell
16,934
-830
-5% -$65.1K 0.32% 58
2024
Q4 		$1.39M Buy
17,764
+7,325
+70% +$575K 0.32% 57
2024
Q3 		$829K Buy
10,439
+4,020
+63% +$316K 0.21% 93
2024
Q2 		$496K Buy
+6,419
New +$494K 0.13% 134
2023
Q4 		– Sell
-2,878
Closed -$216K – 321
2023
Q3 		$216K Sell
2,878
-127
-4% -$9.6K 0.08% 196
2023
Q2 		$227K Sell
3,005
-190
-6% -$14.4K 0.08% 209
2023
Q1 		$244K Sell
3,195
-4,332
-58% -$328K 0.09% 190
2022
Q4 		$566K Buy
7,527
+46
+0.6% +$3.44K 0.26% 98
2022
Q3 		$556K Buy
+7,481
New +$570K 0.24% 81

Other funds holding VCSH

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Balboa Wealth Partners's VCSH Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 26% in Q3 2026, selling an estimated $163K and leaving 6,051 shares worth $467K. The position accounts for 0.06% of the portfolio, ranked #245.

Balboa Wealth Partners first reported a position in VCSH in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.39M in Q4 2024. 1,002 funds tracked by Wall St. Rank hold VCSH as of Q3 2026.

  • Balboa Wealth Partners held 6,051 shares of Vanguard Short-Term Corporate Bond ETF worth $467K as of Q3 2026.
  • Balboa Wealth Partners sold 2,080 Vanguard Short-Term Corporate Bond ETF shares in Q3 2026, an estimated $163K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.06% of Balboa Wealth Partners's portfolio in Q3 2026, its #245 holding.
  • Balboa Wealth Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Balboa Wealth Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $1.39M in Q4 2024.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.