Jacobson & Schmitt Advisors
VCSH icon

Jacobson & Schmitt Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Jacobson & Schmitt 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 		$2.31M Hold
29,287
– – 0.38% 44
2026
Q2 		$2.31M Buy
29,287
+866
+3% +$68.5K 0.38% 44
2026
Q1 		$2.25M Buy
28,421
+1,118
+4% +$89.1K 0.41% 40
2025
Q4 		$2.18M Buy
27,303
+626
+2% +$50K 0.37% 39
2025
Q3 		$2.13M Buy
26,677
+11,589
+77% +$922K 0.37% 42
2025
Q2 		$1.2M Buy
+15,088
New +$1.19M 0.21% 45
2025
Q1 		– Sell
-13,699
Closed -$1.07M – 81
2024
Q4 		$1.07M Buy
13,699
+5,791
+73% +$454K 0.21% 47
2024
Q3 		$628K Buy
7,908
+632
+9% +$49.6K 0.13% 46
2024
Q2 		$562K Buy
+7,276
New +$560K 0.13% 45
2024
Q1 		– Sell
-3,986
Closed -$308K – 70
2023
Q4 		$308K Buy
3,986
+362
+10% +$27.4K 0.08% 53
2023
Q3 		$272K Buy
+3,624
New +$274K 0.08% 50
2016
Q4 		– Sell
-3,536
Closed -$285K – 36
2016
Q3 		$285K Sell
3,536
-434
-11% -$35K 0.23% 36
2016
Q2 		$321K Buy
3,970
+1,006
+34% +$80.7K 0.27% 32
2016
Q1 		$237K Hold
2,964
– – 0.21% 36
2015
Q4 		$234K Hold
2,964
– – 0.21% 36
2015
Q3 		$236K Sell
2,964
-440
-13% -$35K 0.23% 36
2015
Q2 		$271K Buy
3,404
+615
+22% +$49.2K 0.25% 33
2015
Q1 		$224K Hold
2,789
– – 0.22% 33
2014
Q4 		$222K Buy
+2,789
New +$223K 0.22% 30

Other funds holding VCSH

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Jacobson & Schmitt Advisors's VCSH Position: Q3 2026 in Review

Jacobson & Schmitt Advisors held its Vanguard Short-Term Corporate Bond ETF (VCSH) position steady in Q3 2026 at 29,287 shares worth $2.31M. The position accounts for 0.38% of the portfolio, ranked #44.

Jacobson & Schmitt Advisors first reported a position in VCSH in Q4 2014 and has held it in 19 quarters since. 1,076 funds tracked by Wall St. Rank hold VCSH as of Q3 2026.

  • Jacobson & Schmitt Advisors held 29,287 shares of Vanguard Short-Term Corporate Bond ETF worth $2.31M as of Q3 2026.
  • Jacobson & Schmitt Advisors left its Vanguard Short-Term Corporate Bond ETF share count unchanged in Q3 2026.
  • Vanguard Short-Term Corporate Bond ETF made up 0.38% of Jacobson & Schmitt Advisors's portfolio in Q3 2026, its #44 holding.
  • Jacobson & Schmitt Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2014 and has held it in 19 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.