IFG
VCSH icon

Independent Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Independent Financial 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 		$977K Buy
12,367
+2,364
+24% +$187K 0.02% 700
2026
Q1 		$793K Buy
10,003
+726
+8% +$57.9K 0.02% 711
2025
Q4 		$740K Buy
9,277
+194
+2% +$15.5K 0.02% 733
2025
Q3 		$726K Sell
9,083
-2,470
-21% -$196K 0.02% 711
2025
Q2 		$918K Sell
11,553
-4,516
-28% -$356K 0.03% 572
2025
Q1 		$1.27M Sell
16,069
-13,513
-46% -$1.06M 0.04% 419
2024
Q4 		$2.31M Buy
29,582
+457
+2% +$35.8K 0.08% 254
2024
Q3 		$2.31M Sell
29,125
-3,305
-10% -$259K 0.09% 243
2024
Q2 		$2.51M Buy
32,430
+4,155
+15% +$320K 0.1% 190
2024
Q1 		$2.19M Buy
28,275
+6,601
+30% +$510K 0.1% 199
2023
Q4 		$1.68M Buy
21,674
+15,488
+250% +$1.17M 0.09% 236
2023
Q3 		$465K Sell
6,186
-850
-12% -$64.2K 0.03% 513
2023
Q2 		$532K Buy
7,036
+1,218
+21% +$92.6K 0.04% 469
2023
Q1 		$444K Sell
5,818
-560
-9% -$42.4K 0.04% 485
2022
Q4 		$480K Buy
6,378
+1,385
+28% +$104K 0.04% 429
2022
Q3 		$371K Buy
4,993
+1,776
+55% +$135K 0.03% 479
2022
Q2 		$245K Sell
3,217
-1
-0% -$77 0.03% 569
2022
Q1 		$251K Sell
3,218
-416
-11% -$33.1K 0.02% 669
2021
Q4 		$295K Sell
3,634
-2,978
-45% -$243K 0.02% 602
2021
Q3 		$545K Buy
6,612
+949
+17% +$78.4K 0.06% 342
2021
Q2 		$468K Buy
5,663
+1,882
+50% +$156K 0.05% 387
2021
Q1 		$312K Buy
3,781
+41
+1% +$3.4K 0.04% 453
2020
Q4 		$311K Sell
3,740
-66
-2% -$5.47K 0.05% 417
2020
Q3 		$315K Buy
+3,806
New +$315K 0.06% 339

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

Independent Financial Group's VCSH Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 24% in Q2 2026, buying an estimated $187K and bringing the position to 12,367 shares worth $977K. The position accounts for 0.02% of the portfolio, ranked #700.

Independent Financial Group first reported a position in VCSH in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.51M in Q2 2024. 1,467 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Independent Financial Group held 12,367 shares of Vanguard Short-Term Corporate Bond ETF worth $977K as of Q2 2026.
  • Independent Financial Group bought 2,364 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $187K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #700 holding.
  • Independent Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Independent Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $2.51M in Q2 2024.
  • 1,467 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.