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

LifeGoal 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 		– Sell
-2,819
Closed -$223K – 162
2026
Q1 		$223K Sell
2,819
-294
-9% -$23.4K 0.13% 101
2025
Q4 		$248K Buy
+3,113
New +$248K 0.17% 68
2025
Q2 		– Sell
-2,660
Closed -$210K – 74
2025
Q1 		$210K Buy
2,660
+81
+3% +$6.35K 0.23% 59
2024
Q4 		$201K Buy
+2,579
New +$202K 0.22% 59

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

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

LifeGoal Wealth Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q2 2026, closing a stake of 2,819 shares — an estimated $223K sold.

LifeGoal Wealth Advisors first reported a position in VCSH in Q4 2024 and held it in 4 quarters. The position peaked at $248K in Q4 2025. 500 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • LifeGoal Wealth Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 2,819 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $223K.
  • LifeGoal Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
  • LifeGoal Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $248K in Q4 2025.
  • 500 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.