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Forza Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Forza Wealth Management’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 		$6.53M Buy
82,570
+36,394
+79% +$2.88M 2% 9
2026
Q1 		$3.66M Buy
46,176
+7,365
+19% +$587K 1.27% 22
2025
Q4 		$3.09M Sell
38,811
-1,460
-4% -$117K 1.12% 26
2025
Q3 		$3.22M Sell
40,271
-2,726
-6% -$217K 1.23% 25
2025
Q2 		$3.42M Sell
42,997
-28,981
-40% -$2.28M 1.4% 20
2025
Q1 		$5.68M Hold
71,978
– – 2.55% 6
2024
Q4 		$5.62M Buy
71,978
+32,380
+82% +$2.54M 2.56% 6
2024
Q3 		$3.14M Sell
39,598
-1,100
-3% -$86.3K 1.44% 18
2024
Q2 		$3.14M Buy
40,698
+45
+0.1% +$3.46K 1.62% 12
2024
Q1 		$3.14M Sell
40,653
-405
-1% -$31.3K 1.63% 12
2023
Q4 		$3.18M Buy
41,058
+700
+2% +$53K 1.75% 10
2023
Q3 		$3.03M Buy
40,358
+300
+0.7% +$22.6K 1.56% 14
2023
Q2 		$3.03M Sell
40,058
-3,140
-7% -$239K 1.53% 14
2023
Q1 		$3.29M Buy
43,198
+150
+0.3% +$11.4K 1.7% 11
2022
Q4 		$3.24M Buy
+43,048
New +$3.22M 2.15% 10

Other funds holding VCSH

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
BP
BCK Partners Corning, New York $207M AUM 18% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Forza Wealth Management's VCSH Position: Q2 2026 in Review

Forza Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 79% in Q2 2026, buying an estimated $2.88M and bringing the position to 82,570 shares worth $6.53M. The position accounts for 2% of the portfolio, ranked #9.

Forza Wealth Management first reported a position in VCSH in Q4 2022 and has held it in 15 quarters since. 309 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Forza Wealth Management held 82,570 shares of Vanguard Short-Term Corporate Bond ETF worth $6.53M as of Q2 2026.
  • Forza Wealth Management bought 36,394 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $2.88M.
  • Vanguard Short-Term Corporate Bond ETF made up 2% of Forza Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Forza Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 309 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.