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 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%	+$9.85K	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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Level Wealth Management's VCSH Position: Q2 2026 in Review

Level Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 12% in Q2 2026, buying an estimated $225K and bringing the position to 26,533 shares worth $2.1M. The position accounts for 0.84% of the portfolio, ranked #16.

Level Wealth Management first reported a position in VCSH in Q4 2024 and has held it in 7 quarters since. 1,469 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

Level Wealth Management held 26,533 shares of Vanguard Short-Term Corporate Bond ETF worth $2.1M as of Q2 2026.
Level Wealth Management bought 2,846 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $225K.
Vanguard Short-Term Corporate Bond ETF made up 0.84% of Level Wealth Management's portfolio in Q2 2026, its #16 holding.
Level Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,469 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.