Novak & Powell Financial Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Novak & Powell Financial Services’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	$1.13M	Sell	14,278 -19,954	-58%	-$1.58M	0.53%	43
2026 Q1	$2.71M	Sell	34,232 -527	-2%	-$42K	1.46%	16
2025 Q4	$2.77M	Sell	34,759 -403	-1%	-$32.2K	1.45%	18
2025 Q3	$2.81M	Buy	35,162 +22,268	+173%	+$1.77M	1.48%	15
2025 Q2	$1.03M	Sell	12,894 -21,119	-62%	-$1.66M	0.71%	30
2025 Q1	$2.68M	Sell	34,013 -4,837	-12%	-$379K	1.67%	13
2024 Q4	$3.03M	Sell	38,850 -2,539	-6%	-$199K	1.8%	14
2024 Q3	$3.29M	Buy	41,389 +462	+1%	+$36.3K	1.91%	12
2024 Q2	$3.16M	Buy	40,927 +23,540	+135%	+$1.81M	1.96%	12
2024 Q1	$1.34M	Buy	17,387 +125	+0.7%	+$9.65K	1.01%	24
2023 Q4	$1.34M	Buy	+17,262	New	+$1.31M	0.89%	33

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

Novak & Powell Financial Services's VCSH Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 58% in Q2 2026, selling an estimated $1.58M and leaving 14,278 shares worth $1.13M. The position accounts for 0.53% of the portfolio, ranked #43.

Novak & Powell Financial Services first reported a position in VCSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.29M in Q3 2024. 1,472 funds tracked by Wall St. Rank hold VCSH as of Q2 2026.

Novak & Powell Financial Services held 14,278 shares of Vanguard Short-Term Corporate Bond ETF worth $1.13M as of Q2 2026.
Novak & Powell Financial Services sold 19,954 Vanguard Short-Term Corporate Bond ETF shares in Q2 2026, an estimated $1.58M.
Vanguard Short-Term Corporate Bond ETF made up 0.53% of Novak & Powell Financial Services's portfolio in Q2 2026, its #43 holding.
Novak & Powell Financial Services first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Novak & Powell Financial Services's Vanguard Short-Term Corporate Bond ETF position peaked at $3.29M in Q3 2024.
1,472 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.