Forvis Mazars Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Forvis Mazars Wealth Advisors’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	$244K	Sell	3,155 -255	-7%	-$20K	﹤0.01%	404
2026 Q2	$269K	Sell	3,410 -261	-7%	-$20.6K	﹤0.01%	389
2026 Q1	$291K	Buy	+3,671	New	+$293K	0.01%	364
2025 Q4	–	Sell	-2,964	Closed	-$237K	–	417
2025 Q3	$237K	Sell	2,964 -132	-4%	-$10.5K	﹤0.01%	379
2025 Q2	$246K	Sell	3,096 -503	-14%	-$39.6K	0.01%	373
2025 Q1	$284K	Sell	3,599 -21,125	-85%	-$1.66M	0.01%	351
2024 Q4	$1.93M	Sell	24,724 -11,912	-33%	-$934K	0.04%	161
2024 Q3	$2.91M	Sell	36,636 -4,475	-11%	-$351K	0.07%	138
2024 Q2	$3.18M	Sell	41,111 -19,490	-32%	-$1.5M	0.08%	122
2024 Q1	$4.69M	Sell	60,601 -73,595	-55%	-$5.68M	0.12%	92
2023 Q4	$10.4M	Sell	134,196 -97,711	-42%	-$7.4M	0.29%	50
2023 Q3	$17.4M	Sell	231,907 -226,775	-49%	-$17.1M	0.53%	36
2023 Q2	$34.7M	Sell	458,682 -151,781	-25%	-$11.5M	1.02%	21
2023 Q1	$46.5M	Buy	610,463 +30,584	+5%	+$2.32M	1.52%	10
2022 Q4	$43.6M	Buy	579,879 +176,567	+44%	+$13.2M	1.52%	9
2022 Q3	$30M	Buy	403,312 +181,692	+82%	+$13.8M	1.21%	12
2022 Q2	$16.9M	Buy	221,620 +215,277	+3,394%	+$16.5M	0.68%	27
2022 Q1	$495K	Buy	6,343 +3	+0%	+$239	0.02%	190
2021 Q4	$515K	Sell	6,340 -420	-6%	-$34.3K	0.02%	180
2021 Q3	$557K	Sell	6,760 -880	-12%	-$72.7K	0.03%	169
2021 Q2	$632K	Hold	7,640	–	–	0.03%	156
2021 Q1	$630K	Hold	7,640	–	–	0.03%	154
2020 Q4	$636K	Hold	7,640	–	–	0.03%	184
2020 Q3	$633K	Sell	7,640 -1,998	-21%	-$166K	0.04%	177
2020 Q2	$797K	Sell	9,638 -1,540	-14%	-$125K	0.05%	147
2020 Q1	$884K	Buy	+11,178	New	+$899K	0.07%	117

Other funds holding VCSH

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.13B AUM

Forvis Mazars Wealth Advisors's VCSH Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 7.5% in Q3 2026, selling an estimated $20K and leaving 3,155 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Forvis Mazars Wealth Advisors first reported a position in VCSH in Q1 2020 and has held it in 26 quarters since. The position peaked at $46.5M in Q1 2023. 787 funds tracked by Wall St. Rank hold VCSH as of Q3 2026.

Forvis Mazars Wealth Advisors held 3,155 shares of Vanguard Short-Term Corporate Bond ETF worth $244K as of Q3 2026.
Forvis Mazars Wealth Advisors sold 255 Vanguard Short-Term Corporate Bond ETF shares in Q3 2026, an estimated $20K.
Vanguard Short-Term Corporate Bond ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #404 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
Forvis Mazars Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $46.5M in Q1 2023.
787 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.