Forbes Financial Planning
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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
Q3 		$15.7M Buy
203,261
+496
+0.2% +$38.8K 8.61% 2
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

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

Forbes Financial Planning increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 0.24% in Q3 2026, buying an estimated $38.8K and bringing the position to 203,261 shares worth $15.7M. The position accounts for 8.61% of the portfolio, ranked #2.

Forbes Financial Planning first reported a position in VCSH in Q4 2021 and has held it in 16 quarters since. The position peaked at $16.2M in Q1 2026. 1,355 funds tracked by Wall St. Rank hold VCSH as of Q3 2026.

  • Forbes Financial Planning held 203,261 shares of Vanguard Short-Term Corporate Bond ETF worth $15.7M as of Q3 2026.
  • Forbes Financial Planning bought 496 Vanguard Short-Term Corporate Bond ETF shares in Q3 2026, an estimated $38.8K.
  • Vanguard Short-Term Corporate Bond ETF made up 8.61% of Forbes Financial Planning's portfolio in Q3 2026, its #2 holding.
  • Forbes Financial Planning first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Forbes Financial Planning's Vanguard Short-Term Corporate Bond ETF position peaked at $16.2M in Q1 2026.
  • 1,355 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2026.

Based on Forbes Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.