LF
VCSH icon

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

LifePlan Financial’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 		$964K Buy
12,203
+143
+1% +$11.3K 0.68% 45
2026
Q1 		$956K Sell
12,060
-443
-4% -$35.3K 0.71% 46
2025
Q4 		$997K Sell
12,503
-213
-2% -$17K 0.76% 41
2025
Q3 		$1.02M Sell
12,716
-344
-3% -$27.4K 0.81% 39
2025
Q2 		$1.04M Buy
13,060
+215
+2% +$16.9K 0.86% 34
2025
Q1 		$1.01M Buy
12,845
+142
+1% +$11.1K 0.88% 33
2024
Q4 		$991K Sell
12,703
-605
-5% -$47.5K 0.88% 31
2024
Q3 		$1.06M Sell
13,308
-305
-2% -$23.9K 0.91% 30
2024
Q2 		$1.05M Buy
13,613
+577
+4% +$44.4K 0.97% 30
2024
Q1 		$1.01M Buy
13,036
+373
+3% +$28.8K 0.92% 32
2023
Q4 		$980K Buy
+12,663
New +$959K 0.98% 32

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

LifePlan Financial's VCSH Position: Q2 2026 in Review

LifePlan Financial increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 1.2% in Q2 2026, buying an estimated $11.3K and bringing the position to 12,203 shares worth $964K. The position accounts for 0.68% of the portfolio, ranked #45.

LifePlan Financial first reported a position in VCSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q3 2024. 500 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • LifePlan Financial held 12,203 shares of Vanguard Short-Term Corporate Bond ETF worth $964K as of Q2 2026.
  • LifePlan Financial bought 143 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $11.3K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.68% of LifePlan Financial's portfolio in Q2 2026, its #45 holding.
  • LifePlan Financial first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • LifePlan Financial's Vanguard Short-Term Corporate Bond ETF position peaked at $1.06M in Q3 2024.
  • 500 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.