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

Kingswood 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 		$202K Buy
+2,556
New +$202K 0.01% 946
2025
Q1 		– Sell
-3,306
Closed -$258K – 825
2024
Q4 		$258K Buy
3,306
+182
+6% +$14.3K 0.02% 659
2024
Q3 		$248K Buy
+3,124
New +$245K 0.02% 620

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 22.9% 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

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

Kingswood Wealth Advisors opened a new position in Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2026: 2,556 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #946 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in VCSH as recently as Q4 2024.

Kingswood Wealth Advisors first reported a position in VCSH in Q3 2024 and has held it in 3 quarters since. The position peaked at $258K in Q4 2024. 1,476 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Kingswood Wealth Advisors held 2,556 shares of Vanguard Short-Term Corporate Bond ETF worth $202K as of Q2 2026.
  • Vanguard Short-Term Corporate Bond ETF was a new Kingswood Wealth Advisors position in Q2 2026.
  • Vanguard Short-Term Corporate Bond ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #946 holding.
  • Kingswood Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Kingswood Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $258K in Q4 2024.
  • 1,476 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.