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

Norris Financial Group’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	$579K	Hold	7,325	–	–	0.23%	48
2026 Q1	$581K	Hold	7,325	–	–	0.19%	59
2025 Q4	$584K	Sell	7,325 -2,050	-22%	-$164K	0.2%	62
2025 Q3	$749K	Hold	9,375	–	–	0.27%	56
2025 Q2	$745K	Hold	9,375	–	–	0.31%	52
2025 Q1	$740K	Buy	+9,375	New	+$735K	0.35%	54
2022 Q1	–	Sell	-8,302	Closed	-$675K	–	107
2021 Q4	$675K	Sell	8,302 -6,200	-43%	-$507K	0.41%	46
2021 Q3	$1.2M	Buy	14,502 +324	+2%	+$26.8K	0.79%	26
2021 Q2	$1.17M	Buy	14,178 +4,823	+52%	+$399K	0.79%	32
2021 Q1	$772K	Sell	9,355 -21,066	-69%	-$1.75M	0.57%	46
2020 Q4	$2.53M	Sell	30,421 -25,185	-45%	-$2.09M	2%	13
2020 Q3	$4.61M	Buy	55,606 +30,912	+125%	+$2.56M	3.9%	4
2020 Q2	$2.04M	Buy	24,694 +1,614	+7%	+$131K	1.93%	13
2020 Q1	$1.83M	Sell	23,080 -11,686	-34%	-$940K	2.03%	13
2019 Q4	$2.82M	Buy	+34,766	New	+$2.82M	2.6%	13

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

Norris Financial Group's VCSH Position: Q2 2026 in Review

Norris Financial Group held its Vanguard Short-Term Corporate Bond ETF (VCSH) position steady in Q2 2026 at 7,325 shares worth $579K. The position accounts for 0.23% of the portfolio, ranked #48.

Norris Financial Group first reported a position in VCSH in Q4 2019 and has held it in 15 quarters since. The position peaked at $4.61M in Q3 2020. 1,467 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

Norris Financial Group held 7,325 shares of Vanguard Short-Term Corporate Bond ETF worth $579K as of Q2 2026.
Norris Financial Group left its Vanguard Short-Term Corporate Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Corporate Bond ETF made up 0.23% of Norris Financial Group's portfolio in Q2 2026, its #48 holding.
Norris Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2019 and has held it in 15 quarters since.
Norris Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $4.61M in Q3 2020.
1,467 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.