CFP
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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
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 		$9.69M 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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Cypress Financial Planning's VCSH Position: Q2 2026 in Review

Cypress Financial Planning increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 4.1% in Q2 2026, buying an estimated $1.45M and bringing the position to 462,522 shares worth $36.6M. The position accounts for 8.85% of the portfolio, ranked #4.

Cypress Financial Planning first reported a position in VCSH in Q2 2022 and has held it in 17 quarters since. 500 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Cypress Financial Planning held 462,522 shares of Vanguard Short-Term Corporate Bond ETF worth $36.6M as of Q2 2026.
  • Cypress Financial Planning bought 18,328 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $1.45M.
  • Vanguard Short-Term Corporate Bond ETF made up 8.85% of Cypress Financial Planning's portfolio in Q2 2026, its #4 holding.
  • Cypress Financial Planning first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 500 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.