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Helen Stephens Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Helen Stephens Group’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 		– Sell
-2,571
Closed -$204K – 136
2026
Q1 		$204K Sell
2,571
-214
-8% -$17.1K 0.04% 122
2025
Q4 		$222K Sell
2,785
-596
-18% -$47.6K 0.05% 110
2025
Q3 		$270K Sell
3,381
-410
-11% -$32.6K 0.06% 94
2025
Q2 		$301K Sell
3,791
-15,296
-80% -$1.2M 0.07% 68
2025
Q1 		$1.51M Sell
19,087
-6,618
-26% -$519K 0.43% 33
2024
Q4 		$2.01M Sell
25,705
-80,389
-76% -$6.31M 0.59% 24
2024
Q3 		$8.43M Buy
106,094
+5,493
+5% +$431K 2.56% 12
2024
Q2 		$7.77M Buy
100,601
+4,973
+5% +$383K 2.69% 10
2024
Q1 		$7.39M Buy
95,628
+4,223
+5% +$326K 2.85% 10
2023
Q4 		$7.07M Sell
91,405
-2,024
-2% -$153K 3.17% 11
2023
Q3 		$7.02M Buy
93,429
+2,703
+3% +$204K 3.63% 10
2023
Q2 		$6.86M Buy
90,726
+2,534
+3% +$193K 3.47% 10
2023
Q1 		$6.72M Buy
88,192
+5,908
+7% +$447K 3.49% 11
2022
Q4 		$6.19M Sell
82,284
-10,319
-11% -$771K 3.69% 10
2022
Q3 		$6.88M Sell
92,603
-11,900
-11% -$907K 4.82% 7
2022
Q2 		$7.97M Sell
104,503
-1,112
-1% -$85.4K 5.65% 7
2022
Q1 		$8.25M Sell
105,615
-5,607
-5% -$446K 5.69% 7
2021
Q4 		$9.04M Buy
+111,222
New +$9.09M 7.25% 6

Other funds holding VCSH

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Helen Stephens Group's VCSH Position: Q2 2026 in Review

Helen Stephens Group sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2026, closing a stake of 2,571 shares — an estimated $204K sold.

Helen Stephens Group first reported a position in VCSH in Q4 2021 and held it in 18 quarters. The position peaked at $9.04M in Q4 2021. 737 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Helen Stephens Group reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Helen Stephens Group sold 2,571 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $204K.
  • Helen Stephens Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 18 quarters.
  • Helen Stephens Group's Vanguard Short-Term Corporate Bond ETF position peaked at $9.04M in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.