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

Lodestone 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	$66.4K	Sell	840 -71	-8%	-$5.61K	0.02%	282
2026 Q1	$72.2K	Buy	911 +1	+0.1%	+$80	0.03%	254
2025 Q4	$72.6K	Buy	+910	New	+$72.6K	0.03%	250
2023 Q4	–	Sell	-4,296	Closed	-$323K	–	146
2023 Q3	$323K	Sell	4,296 -3,439	-44%	-$260K	0.23%	99
2023 Q2	$585K	Sell	7,735 -5,607	-42%	-$426K	0.4%	66
2023 Q1	$1.02M	Sell	13,342 -26	-0.2%	-$1.97K	0.78%	43
2022 Q4	$1.01M	Buy	+13,368	New	+$999K	0.81%	44

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

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

Lodestone Wealth Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 7.8% in Q2 2026, selling an estimated $5.61K and leaving 840 shares worth $66.4K. The position accounts for 0.02% of the portfolio, ranked #282.

Lodestone Wealth Management first reported a position in VCSH in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.02M in Q1 2023. 1,467 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

Lodestone Wealth Management held 840 shares of Vanguard Short-Term Corporate Bond ETF worth $66.4K as of Q2 2026.
Lodestone Wealth Management sold 71 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $5.61K.
Vanguard Short-Term Corporate Bond ETF made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #282 holding.
Lodestone Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2022 and has held it in 7 quarters since.
Lodestone Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $1.02M in Q1 2023.
1,467 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.