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

Berger 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 		$640K Sell
8,099
-11
-0.1% -$870 0.03% 270
2026
Q1 		$643K Sell
8,110
-202
-2% -$16.1K 0.04% 259
2025
Q4 		$663K Buy
8,312
+231
+3% +$18.4K 0.04% 258
2025
Q3 		$646K Buy
8,081
+79
+1% +$6.28K 0.04% 255
2025
Q2 		$636K Sell
8,002
-992
-11% -$78.1K 0.04% 242
2025
Q1 		$710K Sell
8,994
-189
-2% -$14.8K 0.05% 218
2024
Q4 		$716K Sell
9,183
-482
-5% -$37.8K 0.05% 209
2024
Q3 		$768K Sell
9,665
-6
-0.1% -$471 0.06% 181
2024
Q2 		$747K Sell
9,671
-393
-4% -$30.2K 0.06% 170
2024
Q1 		$778K Sell
10,064
-277
-3% -$21.4K 0.06% 171
2023
Q4 		$800K Buy
10,341
+1,397
+16% +$106K 0.08% 138
2023
Q3 		$672K Sell
8,944
-1,132
-11% -$85.4K 0.08% 137
2023
Q2 		$762K Sell
10,076
-188
-2% -$14.3K 0.09% 131
2023
Q1 		$782K Sell
10,264
-40
-0.4% -$3.03K 0.09% 125
2022
Q4 		$775K Sell
10,304
-699
-6% -$52.2K 0.1% 122
2022
Q3 		$817K Sell
11,003
-519
-5% -$39.5K 0.12% 111
2022
Q2 		$879K Sell
11,522
-496
-4% -$38.1K 0.13% 99
2022
Q1 		$938K Buy
12,018
+1,689
+16% +$134K 0.12% 104
2021
Q4 		$839K Buy
10,329
+775
+8% +$63.3K 0.11% 115
2021
Q3 		$787K Sell
9,554
-47
-0.5% -$3.88K 0.14% 88
2021
Q2 		$794K Sell
9,601
-500
-5% -$41.3K 0.14% 89
2021
Q1 		$833K Sell
10,101
-65
-0.6% -$5.38K 0.18% 79
2020
Q4 		$846K Buy
+10,166
New +$843K 0.15% 100

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 22.9% 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

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

Berger Financial Group reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.14% in Q2 2026, selling an estimated $870 and leaving 8,099 shares worth $640K. The position accounts for 0.03% of the portfolio, ranked #270.

Berger Financial Group first reported a position in VCSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $938K in Q1 2022. 1,476 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Berger Financial Group held 8,099 shares of Vanguard Short-Term Corporate Bond ETF worth $640K as of Q2 2026.
  • Berger Financial Group sold 11 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $870.
  • Vanguard Short-Term Corporate Bond ETF made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #270 holding.
  • Berger Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $938K in Q1 2022.
  • 1,476 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.