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

Forbes 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 		$16M Sell
202,765
-2,116
-1% -$167K 8.6% 3
2026
Q1 		$16.2M Buy
204,881
+10,343
+5% +$824K 9.38% 2
2025
Q4 		$15.5M Buy
194,538
+27,630
+17% +$2.2M 9.07% 3
2025
Q3 		$13.5M Buy
166,908
+1,022
+0.6% +$81.3K 8.9% 3
2025
Q2 		$13.2M Buy
165,886
+78,831
+91% +$6.21M 8.91% 3
2025
Q1 		$6.87M Sell
87,055
-2,669
-3% -$209K 5.09% 10
2024
Q4 		$7M Sell
89,724
-1,888
-2% -$148K 3.39% 10
2024
Q3 		$7.28M Sell
91,612
-775
-0.8% -$60.8K 5.24% 8
2024
Q2 		$7.14M Buy
92,387
+5,829
+7% +$448K 5.61% 7
2024
Q1 		$6.69M Buy
86,558
+4,429
+5% +$342K 5.76% 7
2023
Q4 		$6.35M Buy
82,129
+3,152
+4% +$239K 5.92% 7
2023
Q3 		$5.94M Buy
78,977
+63,854
+422% +$4.82M 6.36% 6
2023
Q2 		$1.14M Sell
15,123
-8
-0.1% -$608 1.1% 21
2023
Q1 		$1.15M Buy
+15,131
New +$1.15M 1.13% 21
2022
Q1 		– Sell
-85,825
Closed -$6.96M – 38
2021
Q4 		$6.96M Buy
+85,825
New +$7.01M 6.86% 4

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

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

Forbes Financial Planning reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1% in Q2 2026, selling an estimated $167K and leaving 202,765 shares worth $16M. The position accounts for 8.6% of the portfolio, ranked #3.

Forbes Financial Planning first reported a position in VCSH in Q4 2021 and has held it in 15 quarters since. The position peaked at $16.2M in Q1 2026. 1,004 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Forbes Financial Planning held 202,765 shares of Vanguard Short-Term Corporate Bond ETF worth $16M as of Q2 2026.
  • Forbes Financial Planning sold 2,116 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $167K.
  • Vanguard Short-Term Corporate Bond ETF made up 8.6% of Forbes Financial Planning's portfolio in Q2 2026, its #3 holding.
  • Forbes Financial Planning first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Forbes Financial Planning's Vanguard Short-Term Corporate Bond ETF position peaked at $16.2M in Q1 2026.
  • 1,004 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.