GWWM
VCSH icon

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

Great Waters 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 		$299K Buy
3,866
+427
+12% +$33.4K 0.03% 106
2026
Q2 		$272K Buy
3,439
+75
+2% +$5.93K 0.03% 109
2026
Q1 		$267K Sell
3,364
-88
-3% -$7.01K 0.03% 101
2025
Q4 		$275K Sell
3,452
-29
-0.8% -$2.31K 0.03% 97
2025
Q3 		$278K Sell
3,481
-6
-0.2% -$477 0.03% 89
2025
Q2 		$277K Buy
3,487
+5
+0.1% +$394 0.04% 83
2025
Q1 		$275K Sell
3,482
-1,011
-23% -$79.3K 0.04% 80
2024
Q4 		$350K Buy
4,493
+116
+3% +$9.1K 0.05% 77
2024
Q3 		$348K Sell
4,377
-43
-1% -$3.38K 0.05% 77
2024
Q2 		$342K Sell
4,420
-50
-1% -$3.85K 0.05% 74
2024
Q1 		$346K Buy
4,470
+62
+1% +$4.79K 0.06% 71
2023
Q4 		$340K Sell
4,408
-6
-0.1% -$455 0.06% 68
2023
Q3 		$330K Sell
4,414
-363
-8% -$27.4K 0.07% 69
2023
Q2 		$361K Buy
4,777
+36
+0.8% +$2.74K 0.07% 67
2023
Q1 		$361K Sell
4,741
-1,689
-26% -$128K 0.08% 68
2022
Q4 		$491K Buy
+6,430
New +$481K 0.11% 60

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
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 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
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Great Waters Wealth Management's VCSH Position: Q3 2026 in Review

Great Waters Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 12% in Q3 2026, buying an estimated $33.4K and bringing the position to 3,866 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #106.

Great Waters Wealth Management first reported a position in VCSH in Q4 2022 and has held it in 16 quarters since. The position peaked at $491K in Q4 2022. 222 funds tracked by Wall St. Rank hold VCSH as of Q3 2026.

  • Great Waters Wealth Management held 3,866 shares of Vanguard Short-Term Corporate Bond ETF worth $299K as of Q3 2026.
  • Great Waters Wealth Management bought 427 Vanguard Short-Term Corporate Bond ETF shares in Q3 2026, an estimated $33.4K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.03% of Great Waters Wealth Management's portfolio in Q3 2026, its #106 holding.
  • Great Waters Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Great Waters Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $491K in Q4 2022.
  • 222 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.