BFG
VCSH icon

Beacon Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Beacon Financial Group’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 		$245K Sell
3,097
-12
-0.4% -$949 0.02% 343
2026
Q1 		$246K Hold
3,109
– – 0.02% 315
2025
Q4 		$248K Buy
3,109
+1
+0% +$80 0.02% 309
2025
Q3 		$248K Sell
3,108
-441
-12% -$35.1K 0.02% 314
2025
Q2 		$282K Hold
3,549
– – 0.03% 292
2025
Q1 		$280K Sell
3,549
-342
-9% -$26.8K 0.03% 286
2024
Q4 		$304K Sell
3,891
-416
-10% -$32.6K 0.03% 281
2024
Q3 		$342K Sell
4,307
-100
-2% -$7.85K 0.04% 265
2024
Q2 		$341K Sell
4,407
-1,501
-25% -$115K 0.04% 254
2024
Q1 		$457K Sell
5,908
-6,369
-52% -$492K 0.05% 226
2023
Q4 		$950K Sell
12,277
-5,587
-31% -$423K 0.12% 153
2023
Q3 		$1.35M Sell
17,864
-158
-0.9% -$11.9K 0.19% 115
2023
Q2 		$1.36M Sell
18,022
-343
-2% -$26.1K 0.18% 116
2023
Q1 		$1.4M Sell
18,365
-3,050
-14% -$231K 0.2% 114
2022
Q4 		$1.61M Sell
21,415
-22,149
-51% -$1.66M 0.22% 108
2022
Q3 		$3.24M Sell
43,564
-177,795
-80% -$13.5M 0.5% 57
2022
Q2 		$16.8M Sell
221,359
-1,829
-0.8% -$141K 2.51% 4
2022
Q1 		$17.4M Buy
223,188
+5,021
+2% +$399K 2.32% 6
2021
Q4 		$17.7M Sell
218,167
-2,610
-1% -$213K 2.3% 6
2021
Q3 		$18.2M Buy
220,777
+4,158
+2% +$344K 2.44% 7
2021
Q2 		$17.9M Sell
216,619
-6,368
-3% -$527K 2.54% 6
2021
Q1 		$18.5M Hold
222,987
– – 2.9% 5
2020
Q4 		$18.5M Buy
222,987
+1,980
+0.9% +$164K 2.9% 4
2020
Q3 		$18.3M Buy
221,007
+88
+0% +$7.29K 3.28% 3
2020
Q2 		$18.2M Buy
220,919
+14,736
+7% +$1.2M 3.52% 3
2020
Q1 		$16.3M Sell
206,183
-2,872
-1% -$231K 3.58% 2
2019
Q4 		$16.9M Buy
209,055
+10,014
+5% +$811K 2.12% 5
2019
Q3 		$16.1M Sell
199,041
-3,510
-2% -$284K 2.75% 4
2019
Q2 		$16.3M Buy
202,551
+2,844
+1% +$227K 2.79% 3
2019
Q1 		$15.9M Buy
199,707
+2,034
+1% +$160K 2.61% 5
2018
Q4 		$15.4M Sell
197,673
-10,733
-5% -$835K 2.89% 3
2018
Q3 		$16.3M Sell
208,406
-4,741
-2% -$371K 2.75% 4
2018
Q2 		$16.6M Sell
213,147
-6,147
-3% -$480K 2.81% 4
2018
Q1 		$17.2M Buy
219,294
+16,889
+8% +$1.33M 2.93% 4
2017
Q4 		$16.1M Sell
202,405
-11,771
-5% -$938K 2.8% 7
2017
Q3 		$17.2M Buy
+214,176
New +$17.2M 3.1% 3

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Beacon Financial Group's VCSH Position: Q2 2026 in Review

Beacon Financial Group reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.39% in Q2 2026, selling an estimated $949 and leaving 3,097 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #343.

Beacon Financial Group first reported a position in VCSH in Q3 2017 and has held it in 36 quarters since. The position peaked at $18.5M in Q1 2021. 1,467 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Beacon Financial Group held 3,097 shares of Vanguard Short-Term Corporate Bond ETF worth $245K as of Q2 2026.
  • Beacon Financial Group sold 12 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $949.
  • Vanguard Short-Term Corporate Bond ETF made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #343 holding.
  • Beacon Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2017 and has held it in 36 quarters since.
  • Beacon Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $18.5M in Q1 2021.
  • 1,467 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.