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Lee, Danner & Bass’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Lee, Danner & Bass’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
-2,634
Closed -$209K – 254
2026
Q1 		$209K Hold
2,634
– – 0.01% 238
2025
Q4 		$210K Buy
+2,634
New +$210K 0.02% 229

Other funds holding VCSH

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Lee, Danner & Bass's VCSH Position: Q2 2026 in Review

Lee, Danner & Bass sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2026, closing a stake of 2,634 shares — an estimated $209K sold.

Lee, Danner & Bass first reported a position in VCSH in Q4 2025 and held it in 2 quarters. The position peaked at $210K in Q4 2025. 500 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Lee, Danner & Bass reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Lee, Danner & Bass sold 2,634 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $209K.
  • Lee, Danner & Bass first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Lee, Danner & Bass's Vanguard Short-Term Corporate Bond ETF position peaked at $210K in Q4 2025.
  • 500 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.