Clune & Associates’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Clune & Associates’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	$20.5M	Sell	265,466 -25,590	-9%	-$2M	3.14%	7
2026 Q2	$23M	Buy	291,056 +105,975	+57%	+$8.38M	3.48%	8
2026 Q1	$14.7M	Buy	185,081 +29,284	+19%	+$2.33M	2.76%	9
2025 Q4	$12.4M	Buy	155,797 +16,649	+12%	+$1.33M	2.68%	8
2025 Q3	$11.1M	Buy	139,148 +4,734	+4%	+$377K	2.78%	7
2025 Q2	$10.7M	Buy	134,414 +6,420	+5%	+$506K	2.93%	7
2025 Q1	$10.1M	Buy	127,994 +9,937	+8%	+$779K	3.1%	7
2024 Q4	$9.21M	Buy	+118,057	New	+$9.26M	3.06%	7

Other funds holding VCSH

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

QFPS

Quantum Financial Planning Services Spokane, Washington $367M AUM 8.86% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Clune & Associates's VCSH Position: Q3 2026 in Review

Clune & Associates reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 8.8% in Q3 2026, selling an estimated $2M and leaving 265,466 shares worth $20.5M. The position accounts for 3.14% of the portfolio, ranked #7.

Clune & Associates first reported a position in VCSH in Q4 2024 and has held it in 8 quarters since. The position peaked at $23M in Q2 2026. 315 funds tracked by Wall St. Rank hold VCSH as of Q3 2026.

Clune & Associates held 265,466 shares of Vanguard Short-Term Corporate Bond ETF worth $20.5M as of Q3 2026.
Clune & Associates sold 25,590 Vanguard Short-Term Corporate Bond ETF shares in Q3 2026, an estimated $2M.
Vanguard Short-Term Corporate Bond ETF made up 3.14% of Clune & Associates's portfolio in Q3 2026, its #7 holding.
Clune & Associates first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Vanguard Short-Term Corporate Bond ETF position peaked at $23M in Q2 2026.
315 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.