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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$10.5M Buy
135,462
+13,218
+11% +$1.04M 1.59% 13
2026
Q2
$9.7M Buy
122,244
+1,604
+1% +$127K 1.6% 11
2026
Q1
$9.6M Buy
120,640
+4,471
+4% +$356K 1.71% 11
2025
Q4
$9.26M Buy
116,169
+8,987
+8% +$717K 1.73% 11
2025
Q3
$8.57M Sell
107,182
-2,111
-2% -$168K 1.72% 11
2025
Q2
$8.69M Buy
109,293
+9,821
+10% +$774K 2% 10
2025
Q1
$7.85M Buy
99,472
+5,473
+6% +$429K 2.17% 10
2024
Q4
$7.33M Buy
93,999
+14,465
+18% +$1.13M 2.06% 11
2024
Q3
$6.32M Sell
79,534
-16,144
-17% -$1.27M 1.82% 13
2024
Q2
$7.39M Buy
95,678
+14,910
+18% +$1.15M 2.09% 12
2024
Q1
$6.24M Buy
80,768
+14,274
+21% +$1.1M 1.9% 13
2023
Q4
$5.14M Buy
+66,494
New +$5.04M 1.8% 13

Other funds holding VCSH

Oakwell Private Wealth Management's VCSH Position: Q3 2026 in Review

Oakwell Private Wealth Management increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 11% in Q3 2026, buying an estimated $1.04M and bringing the position to 135,462 shares worth $10.5M. The position accounts for 1.59% of the portfolio, ranked #13.

Oakwell Private Wealth Management first reported a position in VCSH in Q4 2023 and has held it in 12 quarters since. 1,002 funds tracked by Wall St. Rank hold VCSH as of Q3 2026.

  • Oakwell Private Wealth Management held 135,462 shares of Vanguard Short-Term Corporate Bond ETF worth $10.5M as of Q3 2026.
  • Oakwell Private Wealth Management bought 13,218 Vanguard Short-Term Corporate Bond ETF shares in Q3 2026, an estimated $1.04M.
  • Vanguard Short-Term Corporate Bond ETF made up 1.59% of Oakwell Private Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Oakwell Private Wealth Management first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.