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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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 		$429K Buy
5,433
+3,028
+126% +$239K 0.12% 119
2026
Q1 		$191K Sell
2,405
-146
-6% -$11.6K 0.06% 173
2025
Q4 		$203K Buy
2,551
+9
+0.4% +$718 0.06% 169
2025
Q3 		$203K Buy
2,542
+6
+0.2% +$477 0.06% 151
2025
Q2 		$202K Sell
2,536
-477
-16% -$37.6K 0.07% 142
2025
Q1 		$238K Sell
3,013
-443
-13% -$34.7K 0.09% 126
2024
Q4 		$270K Sell
3,456
-15,929
-82% -$1.25M 0.11% 115
2024
Q3 		$1.54M Sell
19,385
-7,898
-29% -$620K 0.79% 19
2024
Q2 		$2.11M Sell
27,283
-5,124
-16% -$394K 1.21% 17
2024
Q1 		$2.51M Sell
32,407
-8,111
-20% -$626K 1.65% 13
2023
Q4 		$3.13M Buy
40,518
+1,150
+3% +$87.1K 1.98% 10
2023
Q3 		$2.96M Buy
39,368
+8,053
+26% +$608K 2.13% 10
2023
Q2 		$2.21M Buy
31,315
+1,571
+5% +$119K 1.64% 14
2023
Q1 		$2.27M Buy
29,744
+5,603
+23% +$424K 1.79% 12
2022
Q4 		$1.82M Buy
+24,141
New +$1.8M 1.55% 14

Other funds holding VCSH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VCSH Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 126% in Q2 2026, buying an estimated $239K and bringing the position to 5,433 shares worth $429K. The position accounts for 0.12% of the portfolio, ranked #119.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VCSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.13M in Q4 2023. 1,004 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 5,433 shares of Vanguard Short-Term Corporate Bond ETF worth $429K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 3,028 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $239K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.12% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #119 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vanguard Short-Term Corporate Bond ETF position peaked at $3.13M in Q4 2023.
  • 1,004 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.