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Marshall & Sterling Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Marshall & Sterling 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 		$1.47M Buy
18,645
+738
+4% +$58.3K 0.87% 27
2026
Q1 		$1.42M Buy
17,907
+207
+1% +$16.5K 0.93% 27
2025
Q4 		$1.41M Sell
17,700
-12,734
-42% -$1.02M 0.93% 26
2025
Q3 		$2.43M Sell
30,434
-445
-1% -$35.4K 1.56% 17
2025
Q2 		$2.45M Sell
30,879
-11,204
-27% -$883K 1.66% 16
2025
Q1 		$3.32M Sell
42,083
-4,810
-10% -$377K 2.26% 14
2024
Q4 		$3.66M Buy
+46,893
New +$3.68M 2.53% 12

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

Marshall & Sterling Wealth Advisors's VCSH Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 4.1% in Q2 2026, buying an estimated $58.3K and bringing the position to 18,645 shares worth $1.47M. The position accounts for 0.87% of the portfolio, ranked #27.

Marshall & Sterling Wealth Advisors first reported a position in VCSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.66M in Q4 2024. 503 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 18,645 shares of Vanguard Short-Term Corporate Bond ETF worth $1.47M as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 738 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $58.3K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.87% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $3.66M in Q4 2024.
  • 503 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.