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Level Financial Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Level Financial 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 		$14.9M Buy
188,449
+4,200
+2% +$332K 3.33% 10
2026
Q1 		$14.6M Buy
184,249
+4,764
+3% +$380K 3.73% 7
2025
Q4 		$14.3M Buy
179,485
+10,587
+6% +$845K 3.78% 6
2025
Q3 		$13.5M Buy
168,898
+7,989
+5% +$635K 3.81% 6
2025
Q2 		$12.8M Buy
160,909
+1,168
+0.7% +$92K 3.98% 6
2025
Q1 		$12.6M Buy
159,741
+45
+0% +$3.53K 4.29% 5
2024
Q4 		$12.5M Buy
159,696
+10,522
+7% +$825K 4.57% 5
2024
Q3 		$11.8M Buy
149,174
+3,611
+2% +$283K 4.52% 5
2024
Q2 		$11.2M Buy
145,563
+3,588
+3% +$276K 4.87% 5
2024
Q1 		$11M Buy
141,975
+17,706
+14% +$1.37M 4.98% 5
2023
Q4 		$9.61M Buy
124,269
+6,795
+6% +$515K 4.75% 5
2023
Q3 		$8.83M Sell
117,474
-1,835
-2% -$138K 4.94% 5
2023
Q2 		$9.03M Buy
119,309
+7,272
+6% +$553K 5.04% 5
2023
Q1 		$8.54M Buy
112,037
+11,297
+11% +$856K 5.13% 5
2022
Q4 		$7.58M Buy
100,740
+14,163
+16% +$1.06M 4.96% 5
2022
Q3 		$6.43M Sell
86,577
-16,477
-16% -$1.26M 4.75% 6
2022
Q2 		$7.86M Buy
103,054
+32,570
+46% +$2.5M 5.79% 4
2022
Q1 		$5.5M Buy
70,484
+5,632
+9% +$448K 4.24% 5
2021
Q4 		$5.27M Buy
+64,852
New +$5.3M 4.02% 5

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

Level Financial Advisors's VCSH Position: Q2 2026 in Review

Level Financial Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 2.3% in Q2 2026, buying an estimated $332K and bringing the position to 188,449 shares worth $14.9M. The position accounts for 3.33% of the portfolio, ranked #10.

Level Financial Advisors first reported a position in VCSH in Q4 2021 and has held it in 19 quarters since. 500 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Level Financial Advisors held 188,449 shares of Vanguard Short-Term Corporate Bond ETF worth $14.9M as of Q2 2026.
  • Level Financial Advisors bought 4,200 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $332K.
  • Vanguard Short-Term Corporate Bond ETF made up 3.33% of Level Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • Level Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 500 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

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