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

Heritage 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 		– Sell
-1,564
Closed -$124K – 732
2026
Q1 		$124K Buy
+1,564
New +$125K ﹤0.01% 235
2024
Q4 		– Sell
-2,246
Closed -$178K – 643
2024
Q3 		$178K Buy
2,246
+22
+1% +$1.73K 0.01% 223
2024
Q2 		$172K Buy
2,224
+22
+1% +$1.69K 0.01% 215
2024
Q1 		$170K Sell
2,202
-5,478
-71% -$423K 0.01% 225
2023
Q4 		$594K Buy
+7,680
New +$582K 0.03% 131
2023
Q2 		– Sell
-208
Closed -$15.9K – 593
2023
Q1 		$15.9K Sell
208
-49
-19% -$3.71K ﹤0.01% 414
2022
Q4 		$19.5K Buy
257
+51
+25% +$3.81K ﹤0.01% 414
2022
Q3 		$15.3K Buy
206
+1
+0.5% +$76 ﹤0.01% 399
2022
Q2 		$16K Sell
205
-138
-40% -$10.6K ﹤0.01% 440
2022
Q1 		$27K Hold
343
– – ﹤0.01% 374
2021
Q4 		$28K Buy
343
+3
+0.9% +$245 ﹤0.01% 378
2021
Q3 		$28K Buy
340
+1
+0.3% +$83 ﹤0.01% 375
2021
Q2 		$28K Buy
339
+1
+0.3% +$83 ﹤0.01% 383
2021
Q1 		$27.9K Buy
338
+327
+2,973% +$27.1K ﹤0.01% 393
2020
Q4 		$1K Buy
+11
New +$912 ﹤0.01% 534

Other funds holding VCSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2026, closing a stake of 1,564 shares — an estimated $124K sold.

Heritage Wealth Advisors first reported a position in VCSH in Q4 2020 and held it in 15 quarters. The position peaked at $594K in Q4 2023. 1,467 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,564 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $124K.
  • Heritage Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 15 quarters.
  • Heritage Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $594K in Q4 2023.
  • 1,467 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.