Cypress Financial Planning
VCSH icon

Cypress Financial Planning’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Cypress Financial Planning’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 		$34.6M Sell
447,489
-15,033
-3% -$1.18M 9.26% 2
2026
Q2 		$36.6M Buy
462,522
+18,328
+4% +$1.45M 8.85% 4
2026
Q1 		$35.2M Buy
444,194
+17,942
+4% +$1.43M 9.71% 3
2025
Q4 		$34M Buy
426,252
+85,673
+25% +$6.84M 9.39% 4
2025
Q3 		$27.2M Buy
340,579
+22,412
+7% +$1.78M 8.3% 4
2025
Q2 		$25.3M Buy
318,167
+19,956
+7% +$1.57M 8.25% 5
2025
Q1 		$23.5M Buy
298,211
+5,311
+2% +$416K 8.4% 4
2024
Q4 		$22.8M Buy
292,900
+21,486
+8% +$1.69M 8.38% 4
2024
Q3 		$21.6M Buy
271,414
+13,012
+5% +$1.02M 7.97% 5
2024
Q2 		$20M Buy
258,402
+24,985
+11% +$1.92M 8.26% 5
2024
Q1 		$18M Buy
233,417
+159,294
+215% +$12.3M 8.25% 4
2023
Q4 		$5.71M Sell
74,123
-140,605
-65% -$10.7M 5.19% 7
2023
Q3 		$16.1M Buy
214,728
+41,976
+24% +$3.17M 9.22% 3
2023
Q2 		$13M Buy
172,752
+21,488
+14% +$1.63M 7.37% 5
2023
Q1 		$11.5M Buy
151,264
+22,529
+18% +$1.71M 7.03% 5
2022
Q4 		$9.7M Sell
128,735
-34,212
-21% -$2.56M 6.47% 5
2022
Q3 		$12.1M Sell
162,947
-3,820
-2% -$291K 8.59% 4
2022
Q2 		$12.7M Buy
+166,767
New +$12.8M 8.72% 4

Other funds holding VCSH

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cypress Financial Planning's VCSH Position: Q3 2026 in Review

Cypress Financial Planning reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 3.3% in Q3 2026, selling an estimated $1.18M and leaving 447,489 shares worth $34.6M. The position accounts for 9.26% of the portfolio, ranked #2.

Cypress Financial Planning first reported a position in VCSH in Q2 2022 and has held it in 18 quarters since. The position peaked at $36.6M in Q2 2026. 939 funds tracked by Wall St. Rank hold VCSH as of Q3 2026.

  • Cypress Financial Planning held 447,489 shares of Vanguard Short-Term Corporate Bond ETF worth $34.6M as of Q3 2026.
  • Cypress Financial Planning sold 15,033 Vanguard Short-Term Corporate Bond ETF shares in Q3 2026, an estimated $1.18M.
  • Vanguard Short-Term Corporate Bond ETF made up 9.26% of Cypress Financial Planning's portfolio in Q3 2026, its #2 holding.
  • Cypress Financial Planning first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • Cypress Financial Planning's Vanguard Short-Term Corporate Bond ETF position peaked at $36.6M in Q2 2026.
  • 939 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.