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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
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

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Heartwood Wealth Advisors's VCSH Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Vanguard Short-Term Corporate Bond ETF (VCSH) position steady in Q2 2026 at 6,184 shares worth $489K. The position accounts for 0.04% of the portfolio, ranked #140.

Heartwood Wealth Advisors first reported a position in VCSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $494K in Q3 2025. 500 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Heartwood Wealth Advisors held 6,184 shares of Vanguard Short-Term Corporate Bond ETF worth $489K as of Q2 2026.
  • Heartwood Wealth Advisors left its Vanguard Short-Term Corporate Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Corporate Bond ETF made up 0.04% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Heartwood Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $494K in Q3 2025.
  • 500 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

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