CWS Financial Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

CWS Financial 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	$6.11M	Buy	77,306 +31,519	+69%	+$2.49M	1.36%	15
2026 Q1	$3.63M	Buy	45,787 +30,893	+207%	+$2.46M	0.93%	19
2025 Q4	$1.19M	Buy	14,894 +11,089	+291%	+$885K	0.32%	46
2025 Q3	$304K	Buy	+3,805	New	+$303K	0.08%	117

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

CWS Financial Advisors's VCSH Position: Q2 2026 in Review

CWS Financial Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 69% in Q2 2026, buying an estimated $2.49M and bringing the position to 77,306 shares worth $6.11M. The position accounts for 1.36% of the portfolio, ranked #15.

CWS Financial Advisors first reported a position in VCSH in Q3 2025 and has held it in 4 quarters since. 1,469 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

CWS Financial Advisors held 77,306 shares of Vanguard Short-Term Corporate Bond ETF worth $6.11M as of Q2 2026.
CWS Financial Advisors bought 31,519 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $2.49M.
Vanguard Short-Term Corporate Bond ETF made up 1.36% of CWS Financial Advisors's portfolio in Q2 2026, its #15 holding.
CWS Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,469 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.