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

Cascade Wealth Advisors’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	$7.44M	Buy	94,678 +9,523	+11%	+$753K	2.99%	14
2026 Q1	$6.74M	Sell	85,155 -1,119	-1%	-$89.2K	2.96%	15
2025 Q4	$6.89M	Buy	86,274 +16,128	+23%	+$1.29M	3.18%	14
2025 Q3	$5.59M	Buy	70,146 +23,617	+51%	+$1.88M	2.75%	16
2025 Q2	$3.69M	Sell	46,529 -6,996	-13%	-$551K	2.09%	15
2025 Q1	$4.19M	Sell	53,525 -10,252	-16%	-$804K	2.9%	14
2024 Q4	$4.98M	Buy	63,777 +18,627	+41%	+$1.46M	3.37%	13
2024 Q3	$3.59M	Buy	45,150 +6,122	+16%	+$480K	2.56%	17
2024 Q2	$3.04M	Sell	39,028 -2,467	-6%	-$190K	2.25%	17
2024 Q1	$3.18M	Buy	+41,495	New	+$3.2M	2.7%	13

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Cascade Wealth Advisors's VCSH Position: Q2 2026 in Review

Cascade Wealth Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 11% in Q2 2026, buying an estimated $753K and bringing the position to 94,678 shares worth $7.44M. The position accounts for 2.99% of the portfolio, ranked #14.

Cascade Wealth Advisors first reported a position in VCSH in Q1 2024 and has held it in 10 quarters since. 1,469 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

Cascade Wealth Advisors held 94,678 shares of Vanguard Short-Term Corporate Bond ETF worth $7.44M as of Q2 2026.
Cascade Wealth Advisors bought 9,523 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $753K.
Vanguard Short-Term Corporate Bond ETF made up 2.99% of Cascade Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Cascade Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
1,469 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.