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Forum Private Client Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Forum Private Client Group’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 		$6.77M Buy
85,693
+14,678
+21% +$1.16M 2.02% 14
2026
Q1 		$5.63M Buy
71,015
+6,388
+10% +$509K 1.88% 14
2025
Q4 		$5.15M Buy
64,627
+13,849
+27% +$1.11M 1.76% 16
2025
Q3 		$4.06M Buy
50,778
+9,941
+24% +$791K 1.45% 21
2025
Q2 		$3.25M Buy
40,837
+1,539
+4% +$121K 1.25% 23
2025
Q1 		$3.1M Buy
39,298
+1,926
+5% +$151K 1.35% 22
2024
Q4 		$2.92M Buy
37,372
+7,332
+24% +$575K 1.3% 22
2024
Q3 		$2.39M Buy
30,040
+1,624
+6% +$127K 1.06% 23
2024
Q2 		$2.2M Sell
28,416
-2,540
-8% -$195K 1.04% 22
2024
Q1 		$2.39M Buy
30,956
+2,003
+7% +$155K 1.16% 22
2023
Q4 		$2.24M Buy
+28,953
New +$2.19M 1.17% 22
2023
Q3 		– Sell
-33,526
Closed -$2.54M – 62
2023
Q2 		$2.54M Sell
33,526
-1,636
-5% -$124K 1.45% 24
2023
Q1 		$2.68M Sell
35,162
-38
-0.1% -$2.88K 1.69% 22
2022
Q4 		$2.65M Sell
35,200
-564
-2% -$42.1K 1.83% 19
2022
Q3 		$2.66M Sell
35,764
-3,162
-8% -$241K 1.99% 17
2022
Q2 		$2.97M Buy
38,926
+4,090
+12% +$314K 2.16% 15
2022
Q1 		$2.72M Buy
+34,836
New +$2.77M 2.11% 16

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 22.96% 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

Forum Private Client Group's VCSH Position: Q2 2026 in Review

Forum Private Client Group increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 21% in Q2 2026, buying an estimated $1.16M and bringing the position to 85,693 shares worth $6.77M. The position accounts for 2.02% of the portfolio, ranked #14.

Forum Private Client Group first reported a position in VCSH in Q1 2022 and has held it in 17 quarters since. 1,467 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Forum Private Client Group held 85,693 shares of Vanguard Short-Term Corporate Bond ETF worth $6.77M as of Q2 2026.
  • Forum Private Client Group bought 14,678 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $1.16M.
  • Vanguard Short-Term Corporate Bond ETF made up 2.02% of Forum Private Client Group's portfolio in Q2 2026, its #14 holding.
  • Forum Private Client Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,467 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.