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Financial Plan Inc’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Financial Plan Inc’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 		$7.87M Buy
99,573
+5,602
+6% +$443K 0.75% 18
2026
Q1 		$7.45M Buy
93,971
+1,715
+2% +$137K 0.8% 18
2025
Q4 		$7.36M Buy
+92,256
New +$7.36M 0.84% 18

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Financial Plan Inc's VCSH Position: Q2 2026 in Review

Financial Plan Inc increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 6% in Q2 2026, buying an estimated $443K and bringing the position to 99,573 shares worth $7.87M. The position accounts for 0.75% of the portfolio, ranked #18.

Financial Plan Inc first reported a position in VCSH in Q4 2025 and has held it in 3 quarters since. 1,476 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Financial Plan Inc held 99,573 shares of Vanguard Short-Term Corporate Bond ETF worth $7.87M as of Q2 2026.
  • Financial Plan Inc bought 5,602 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $443K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.75% of Financial Plan Inc's portfolio in Q2 2026, its #18 holding.
  • Financial Plan Inc first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,476 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.