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Beacon Investment Advisory Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Beacon Investment Advisory Services’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 		$66.6M Sell
843,105
-3,529
-0.4% -$279K 2.47% 8
2026
Q1 		$67.1M Buy
846,634
+25,346
+3% +$2.02M 2.76% 5
2025
Q4 		$65.5M Buy
821,288
+86,999
+12% +$6.94M 2.67% 8
2025
Q3 		$58.7M Buy
734,289
+6,154
+0.8% +$490K 2.47% 8
2025
Q2 		$57.9M Buy
728,135
+12,550
+2% +$989K 2.56% 7
2025
Q1 		$56.5M Buy
715,585
+9,025
+1% +$708K 2.64% 7
2024
Q4 		$55.1M Sell
706,560
-56,937
-7% -$4.47M 2.39% 7
2024
Q3 		$60.6M Buy
763,497
+7,460
+1% +$585K 2.52% 6
2024
Q2 		$58.4M Buy
756,037
+5,457
+0.7% +$420K 2.51% 7
2024
Q1 		$58M Buy
750,580
+10,625
+1% +$820K 2.5% 6
2023
Q4 		$57.3M Sell
739,955
-262,460
-26% -$19.9M 2.6% 7
2023
Q3 		$75.3M Buy
1,002,415
+18,725
+2% +$1.41M 3.71% 2
2023
Q2 		$74.4M Sell
983,690
-3,296
-0.3% -$250K 3.43% 3
2023
Q1 		$75.2M Sell
986,986
-12,064
-1% -$914K 3.66% 3
2022
Q4 		$75.1M Sell
999,050
-9,304
-0.9% -$695K 3.85% 3
2022
Q3 		$74.9M Buy
1,008,354
+21,977
+2% +$1.67M 4.12% 2
2022
Q2 		$75.2M Buy
+986,377
New +$75.8M 3.92% 2

Other funds holding VCSH

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return