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

Heartwood 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 		– Sell
-6,184
Closed -$489K – 232
2026
Q2 		$489K Hold
6,184
– – 0.04% 140
2026
Q1 		$490K Hold
6,184
– – 0.04% 134
2025
Q4 		$493K Hold
6,184
– – 0.05% 118
2025
Q3 		$494K Hold
6,184
– – 0.05% 118
2025
Q2 		$492K Hold
6,184
– – 0.05% 109
2025
Q1 		$488K Buy
+6,184
New +$485K 0.06% 105

Other funds holding VCSH

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
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
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Heartwood Wealth Advisors's VCSH Position: Q3 2026 in Review

Heartwood Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2026, closing a stake of 6,184 shares — an estimated $489K sold.

Heartwood Wealth Advisors first reported a position in VCSH in Q1 2025 and held it in 6 quarters. The position peaked at $494K in Q3 2025. 77 funds tracked by Wall St. Rank hold VCSH as of Q3 2026.

  • Heartwood Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 6,184 Vanguard Short-Term Corporate Bond ETF shares in Q3 2026, an estimated $489K.
  • Heartwood Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2025 and held it in 6 quarters.
  • Heartwood Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $494K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.