KLI
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Kelman-Lazarov Inc’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Kelman-Lazarov Inc’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 		$1.13M Sell
14,306
-526
-4% -$41.6K 0.15% 60
2026
Q1 		$1.18M Sell
14,832
-1,840
-11% -$147K 0.17% 55
2025
Q4 		$1.33M Buy
16,672
+232
+1% +$18.5K 0.19% 54
2025
Q3 		$1.31M Sell
16,440
-1,008
-6% -$80.2K 0.19% 53
2025
Q2 		$1.39M Buy
17,448
+1,050
+6% +$82.7K 0.22% 48
2025
Q1 		$1.29M Sell
16,398
-373
-2% -$29.2K 0.24% 43
2024
Q4 		$1.31M Sell
16,771
-1,083
-6% -$84.9K 0.24% 45
2024
Q3 		$1.42M Buy
17,854
+588
+3% +$46.1K 0.24% 44
2024
Q2 		$1.33M Sell
17,266
-1,172
-6% -$90.2K 0.25% 44
2024
Q1 		$1.43M Buy
18,438
+367
+2% +$28.3K 0.28% 43
2023
Q4 		$1.4M Buy
18,071
+39
+0.2% +$2.96K 0.3% 41
2023
Q3 		$1.36M Sell
18,032
-9,483
-34% -$716K 0.32% 40
2023
Q2 		$2.08M Sell
27,515
-2,472
-8% -$188K 0.5% 28
2023
Q1 		$2.29M Sell
29,987
-3,862
-11% -$292K 0.59% 26
2022
Q4 		$2.55M Buy
33,849
+22,168
+190% +$1.66M 0.72% 22
2022
Q3 		$868K Buy
11,681
+8,365
+252% +$637K 0.3% 34
2022
Q2 		$253K Buy
+3,316
New +$255K 0.09% 75

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

Kelman-Lazarov Inc's VCSH Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 3.5% in Q2 2026, selling an estimated $41.6K and leaving 14,306 shares worth $1.13M. The position accounts for 0.15% of the portfolio, ranked #60.

Kelman-Lazarov Inc first reported a position in VCSH in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.55M in Q4 2022. 1,467 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Kelman-Lazarov Inc held 14,306 shares of Vanguard Short-Term Corporate Bond ETF worth $1.13M as of Q2 2026.
  • Kelman-Lazarov Inc sold 526 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $41.6K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.15% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #60 holding.
  • Kelman-Lazarov Inc first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Kelman-Lazarov Inc's Vanguard Short-Term Corporate Bond ETF position peaked at $2.55M in Q4 2022.
  • 1,467 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.