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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
Q3 		$10.3M Buy
133,088
+50,518
+61% +$3.96M 2.97% 5
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $367M AUM 8.86% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Forza Wealth Management's VCSH Position: Q3 2026 in Review

Forza Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 61% in Q3 2026, buying an estimated $3.96M and bringing the position to 133,088 shares worth $10.3M. The position accounts for 2.97% of the portfolio, ranked #5.

Forza Wealth Management first reported a position in VCSH in Q4 2022 and has held it in 16 quarters since. 364 funds tracked by Wall St. Rank hold VCSH as of Q3 2026.

  • Forza Wealth Management held 133,088 shares of Vanguard Short-Term Corporate Bond ETF worth $10.3M as of Q3 2026.
  • Forza Wealth Management bought 50,518 Vanguard Short-Term Corporate Bond ETF shares in Q3 2026, an estimated $3.96M.
  • Vanguard Short-Term Corporate Bond ETF made up 2.97% of Forza Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Forza Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 364 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.