MWM
VCSH icon

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

Marion 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 		$10.5M Sell
132,681
-22,499
-14% -$1.78M 2.13% 13
2026
Q1 		$12.3M Sell
155,180
-81,819
-35% -$6.52M 2.73% 9
2025
Q4 		$18.9M Buy
236,999
+9,057
+4% +$723K 4.21% 4
2025
Q3 		$18.2M Buy
227,942
+3,425
+2% +$272K 4.32% 4
2025
Q2 		$17.8M Buy
224,517
+572
+0.3% +$45.1K 4.47% 4
2025
Q1 		$17.7M Buy
223,945
+5,989
+3% +$470K 4.72% 3
2024
Q4 		$17M Buy
217,956
+5,189
+2% +$407K 4.51% 3
2024
Q3 		$16.9M Buy
212,767
+6,464
+3% +$507K 4.51% 3
2024
Q2 		$15.9M Buy
206,303
+3,985
+2% +$307K 4.68% 3
2024
Q1 		$15.6M Buy
202,318
+2,511
+1% +$194K 4.67% 3
2023
Q4 		$15.5M Sell
199,807
-81,643
-29% -$6.19M 4.94% 3
2023
Q3 		$21.2M Buy
281,450
+5,690
+2% +$429K 7.45% 2
2023
Q2 		$20.9M Buy
275,760
+1,613
+0.6% +$123K 7.41% 2
2023
Q1 		$20.9M Buy
274,147
+56,975
+26% +$4.31M 7.8% 2
2022
Q4 		$16.3M Buy
217,172
+214,273
+7,391% +$16M 6.89% 3
2022
Q3 		$215K Sell
2,899
-474
-14% -$36.1K 0.11% 96
2022
Q2 		$257K Buy
3,373
+457
+16% +$35.1K 0.13% 92
2022
Q1 		$228K Hold
2,916
– – 0.11% 91
2021
Q4 		$237K Buy
+2,916
New +$238K 0.11% 94

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

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

Marion Wealth Management reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 14% in Q2 2026, selling an estimated $1.78M and leaving 132,681 shares worth $10.5M. The position accounts for 2.13% of the portfolio, ranked #13.

Marion Wealth Management first reported a position in VCSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.2M in Q3 2023. 500 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Marion Wealth Management held 132,681 shares of Vanguard Short-Term Corporate Bond ETF worth $10.5M as of Q2 2026.
  • Marion Wealth Management sold 22,499 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $1.78M.
  • Vanguard Short-Term Corporate Bond ETF made up 2.13% of Marion Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Marion Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Marion Wealth Management's Vanguard Short-Term Corporate Bond ETF position peaked at $21.2M in Q3 2023.
  • 500 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.