Level Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Level Wealth Management’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	$4.06M	Buy	52,536 +26,003	+98%	+$2.04M	1.55%	12
2026 Q2	$2.1M	Buy	26,533 +2,846	+12%	+$225K	0.84%	16
2026 Q1	$1.88M	Buy	23,687 +218	+0.9%	+$17.4K	0.88%	17
2025 Q4	$1.87M	Buy	23,469 +916	+4%	+$73.1K	0.96%	17
2025 Q3	$1.8M	Sell	22,553 -21	-0.1%	-$1.67K	0.95%	16
2025 Q2	$1.79M	Buy	22,574 +125	+0.6%	+$9.8K	1.04%	15
2025 Q1	$1.77M	Sell	22,449 -261	-1%	-$20.5K	1.16%	12
2024 Q4	$1.77M	Buy	+22,710	New	+$1.78M	1.25%	12

Other funds holding VCSH

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Quantum Financial Planning Services Spokane, Washington $367M AUM 8.86% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

BCK Partners Corning, New York $205M AUM 8.92% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Level Wealth Management's VCSH Position: Q3 2026 in Review

Level Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 98% in Q3 2026, buying an estimated $2.04M and bringing the position to 52,536 shares worth $4.06M. The position accounts for 1.55% of the portfolio, ranked #12.

Level Wealth Management first reported a position in VCSH in Q4 2024 and has held it in 8 quarters since. 501 funds tracked by Wall St. Rank hold VCSH as of Q3 2026.

Level Wealth Management held 52,536 shares of Vanguard Short-Term Corporate Bond ETF worth $4.06M as of Q3 2026.
Level Wealth Management bought 26,003 Vanguard Short-Term Corporate Bond ETF shares in Q3 2026, an estimated $2.04M.
Vanguard Short-Term Corporate Bond ETF made up 1.55% of Level Wealth Management's portfolio in Q3 2026, its #12 holding.
Level Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
501 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.